Park Edge Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Park Edge Advisors’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	$1.05M	Hold	35,655	–	–	0.22%	79
2026 Q1	$914K	Sell	35,655 -2,994	-8%	-$80.3K	0.21%	73
2025 Q4	$1.04M	Sell	38,649 -370	-0.9%	-$9.88K	0.24%	76
2025 Q3	$1.03M	Sell	39,019 -696	-2%	-$17.7K	0.24%	74
2025 Q2	$971K	Sell	39,715 -4,755	-11%	-$108K	0.25%	73
2025 Q1	$982K	Sell	44,470 -2,634	-6%	-$61.3K	0.27%	66
2024 Q4	$1.09M	Sell	47,104 -842	-2%	-$19.6K	0.32%	58
2024 Q3	$1.08M	Sell	47,946 -1,140	-2%	-$24.8K	0.31%	68
2024 Q2	$1.05M	Sell	49,086 -9,486	-16%	-$196K	0.32%	53
2024 Q1	$1.21M	Sell	58,572 -15,165	-21%	-$299K	0.34%	40
2023 Q4	$1.39M	Sell	73,737 -4,734	-6%	-$83.1K	0.48%	24
2023 Q3	$1.32M	Sell	78,471 -1,149	-1%	-$20.2K	0.48%	24
2023 Q2	$1.39M	Sell	79,620 -7,818	-9%	-$129K	0.47%	21
2023 Q1	$1.41M	Sell	87,438 -1,248	-1%	-$19.6K	0.54%	17
2022 Q4	$1.33M	Buy	+88,686	New	+$1.34M	0.59%	19

Other funds holding SCHX

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Park Edge Advisors's SCHX Position: Q2 2026 in Review

Park Edge Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 35,655 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #79.

Park Edge Advisors first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q1 2023. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Park Edge Advisors held 35,655 shares of Schwab US Large- Cap ETF worth $1.05M as of Q2 2026.
Park Edge Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.22% of Park Edge Advisors's portfolio in Q2 2026, its #79 holding.
Park Edge Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
Park Edge Advisors's Schwab US Large- Cap ETF position peaked at $1.41M in Q1 2023.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.