Pathway Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pathway Financial 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	$475K	Sell	16,158 -1,680	-9%	-$48K	0.06%	99
2026 Q1	$461K	Hold	17,838	–	–	0.06%	96
2025 Q4	$488K	Hold	17,838	–	–	0.06%	98
2025 Q3	$470K	Hold	17,838	–	–	0.06%	98
2025 Q2	$436K	Hold	17,838	–	–	0.06%	95
2025 Q1	$394K	Hold	17,838	–	–	0.07%	112
2024 Q4	$413K	Hold	17,838	–	–	0.1%	105
2024 Q3	$403K	Hold	17,838	–	–	0.1%	100
2024 Q2	$382K	Hold	17,838	–	–	0.1%	104
2024 Q1	$369K	Hold	17,838	–	–	0.1%	105
2023 Q4	$335K	Hold	17,838	–	–	0.1%	108
2023 Q3	$301K	Buy	17,838 +2,202	+14%	+$38.6K	0.1%	103
2023 Q2	$273K	Hold	15,636	–	–	0.09%	104
2023 Q1	$252K	Hold	15,636	–	–	0.09%	111
2022 Q4	$235K	Hold	15,636	–	–	0.07%	112
2022 Q3	$221K	Hold	15,636	–	–	0.08%	118
2022 Q2	$233K	Hold	15,636	–	–	0.1%	118
2022 Q1	$281K	Hold	15,636	–	–	0.11%	109
2021 Q4	$280K	Buy	+15,636	New	+$289K	0.1%	107
2021 Q1	$319K	Hold	19,062	–	–	0.13%	89
2020 Q4	$295K	Hold	19,062	–	–	0.12%	82
2020 Q3	$258K	Hold	19,062	–	–	0.1%	86
2020 Q2	$235K	Buy	+19,062	New	+$222K	0.07%	85
2020 Q1	–	Sell	-21,972	Closed	-$290K	–	118
2019 Q4	$290K	Buy	+21,972	New	+$269K	0.08%	86
2019 Q3	–	Sell	-17,136	Closed	-$200K	–	108
2019 Q2	$200K	Buy	+17,136	New	+$197K	0.06%	101
2018 Q3	–	Sell	-792	Closed	-$9K	–	326
2018 Q2	$9K	Hold	792	–	–	0.01%	374
2018 Q1	$8K	Sell	792 -9,222	-92%	-$100K	﹤0.01%	392
2017 Q4	$106K	Buy	+10,014	New	+$104K	0.06%	151

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

Pathway Financial Advisors's SCHX Position: Q2 2026 in Review

Pathway Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q2 2026, selling an estimated $48K and leaving 16,158 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #99.

Pathway Financial Advisors first reported a position in SCHX in Q4 2017 and has held it in 28 quarters since. The position peaked at $488K in Q4 2025. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Pathway Financial Advisors held 16,158 shares of Schwab US Large- Cap ETF worth $475K as of Q2 2026.
Pathway Financial Advisors sold 1,680 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $48K.
Schwab US Large- Cap ETF made up 0.06% of Pathway Financial Advisors's portfolio in Q2 2026, its #99 holding.
Pathway Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 28 quarters since.
Pathway Financial Advisors's Schwab US Large- Cap ETF position peaked at $488K in Q4 2025.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.