PW
SCHX icon

Pandora Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pandora Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$293K Hold
10,872
– – 0.18% 64
2025
Q3 		$286K Hold
10,872
– – 0.17% 63
2025
Q2 		$266K Hold
10,872
– – 0.16% 65
2025
Q1 		$240K Buy
+10,872
New +$253K 0.16% 68

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pandora Wealth's SCHX Position: Q4 2025 in Review

Pandora Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2025 at 10,872 shares worth $293K. The position accounts for 0.18% of the portfolio, ranked #64.

Pandora Wealth first reported a position in SCHX in Q1 2025 and has held it in 4 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Pandora Wealth held 10,872 shares of Schwab US Large- Cap ETF worth $293K as of Q4 2025.
  • Pandora Wealth left its Schwab US Large- Cap ETF share count unchanged in Q4 2025.
  • Schwab US Large- Cap ETF made up 0.18% of Pandora Wealth's portfolio in Q4 2025, its #64 holding.
  • Pandora Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.