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Park Avenue Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Park Avenue Securities’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
2026
Q2 		$4.63M Buy
157,501
+172
+0.1% +$4.91K 0.03% 402
2026
Q1 		$4.03M Sell
157,329
-3,341
-2% -$89.6K 0.03% 364
2025
Q4 		$4.32M Buy
160,670
+10,880
+7% +$291K 0.04% 331
2025
Q3 		$3.94M Sell
149,790
-1,719
-1% -$43.7K 0.03% 367
2025
Q2 		$3.7M Buy
151,509
+33,192
+28% +$750K 0.03% 338
2025
Q1 		$2.61M Buy
118,317
+54,588
+86% +$1.27M 0.03% 326
2024
Q4 		$1.48M Buy
63,729
+3,927
+7% +$91.5K 0.02% 585
2024
Q3 		$1.35M Buy
59,802
+4,443
+8% +$96.8K 0.02% 559
2024
Q2 		$1.19M Buy
55,359
+1,743
+3% +$36K 0.01% 593
2024
Q1 		$1.11M Buy
+53,616
New +$1.06M 0.01% 612
2023
Q4 		– Sell
-12,396
Closed -$209K – 1368
2023
Q3 		$209K Sell
12,396
-42,159
-77% -$740K ﹤0.01% 1201
2023
Q2 		$952K Buy
54,555
+5,346
+11% +$88.3K 0.02% 490
2023
Q1 		$793K Buy
49,209
+3,513
+8% +$55.3K 0.01% 528
2022
Q4 		$688K Buy
45,696
+19,257
+73% +$291K 0.01% 666
2022
Q3 		$373K Sell
26,439
-13,044
-33% -$205K 0.01% 829
2022
Q2 		$588K Buy
39,483
+11,211
+40% +$182K 0.01% 656
2022
Q1 		$507K Buy
28,272
+192
+0.7% +$3.4K 0.01% 740
2021
Q4 		$533K Buy
28,080
+390
+1% +$7.21K 0.01% 685
2021
Q3 		$480K Buy
27,690
+474
+2% +$8.45K 0.01% 652
2021
Q2 		$472K Sell
27,216
-2,400
-8% -$40.5K 0.01% 660
2021
Q1 		$474K Sell
29,616
-342
-1% -$5.36K 0.01% 604
2020
Q4 		$454K Sell
29,958
-2,382
-7% -$34.1K 0.01% 534
2020
Q3 		$435K Buy
+32,340
New +$430K 0.01% 461
2019
Q4 		– Sell
-19,434
Closed -$230K – 618
2019
Q3 		$230K Buy
+19,434
New +$229K 0.01% 464

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Park Avenue Securities's SCHX Position: Q2 2026 in Review

Park Avenue Securities increased its Schwab US Large- Cap ETF (SCHX) stake by 0.11% in Q2 2026, buying an estimated $4.91K and bringing the position to 157,501 shares worth $4.63M. The position accounts for 0.03% of the portfolio, ranked #402.

Park Avenue Securities first reported a position in SCHX in Q3 2019 and has held it in 24 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Park Avenue Securities held 157,501 shares of Schwab US Large- Cap ETF worth $4.63M as of Q2 2026.
  • Park Avenue Securities bought 172 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.91K.
  • Schwab US Large- Cap ETF made up 0.03% of Park Avenue Securities's portfolio in Q2 2026, its #402 holding.
  • Park Avenue Securities first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 24 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.