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

Pasadena Private 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
2026
Q2 		$725K Hold
24,639
– – 0.09% 112
2026
Q1 		$632K Hold
24,639
– – 0.09% 113
2025
Q4 		$663K Sell
24,639
-634
-3% -$16.9K 0.09% 104
2025
Q3 		$666K Hold
25,273
– – 0.1% 96
2025
Q2 		$618K Buy
25,273
+634
+3% +$14.3K 0.11% 94
2025
Q1 		$544K Buy
+24,639
New +$574K 0.1% 96
2022
Q1 		– Sell
-13,350
Closed -$253K – 118
2021
Q4 		$253K Sell
13,350
-804,930
-98% -$14.9M 0.08% 86
2021
Q3 		$14.2M Buy
+818,280
New +$14.6M 4.97% 6

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Pasadena Private Wealth's SCHX Position: Q2 2026 in Review

Pasadena Private Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 24,639 shares worth $725K. The position accounts for 0.09% of the portfolio, ranked #112.

Pasadena Private Wealth first reported a position in SCHX in Q3 2021 and has held it in 8 quarters since. The position peaked at $14.2M in Q3 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Pasadena Private Wealth held 24,639 shares of Schwab US Large- Cap ETF worth $725K as of Q2 2026.
  • Pasadena Private Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.09% of Pasadena Private Wealth's portfolio in Q2 2026, its #112 holding.
  • Pasadena Private Wealth first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 8 quarters since.
  • Pasadena Private Wealth's Schwab US Large- Cap ETF position peaked at $14.2M in Q3 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.