Patrick M. Sweeney & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patrick M. Sweeney & Associates’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	$279K	Buy	9,472 +2	+0%	+$57	0.16%	139
2026 Q1	$243K	Buy	9,470 +1	+0%	+$27	0.16%	146
2025 Q4	$255K	Buy	9,469 +1	+0%	+$27	0.16%	141
2025 Q3	$249K	Buy	9,468 +2	+0%	+$51	0.16%	137
2025 Q2	$234K	Buy	9,466 +1	+0%	+$23	0.16%	140
2025 Q1	$209K	Buy	9,465 +1	+0%	+$23	0.16%	144
2024 Q4	$219K	Buy	9,464 +2	+0%	+$47	0.16%	141
2024 Q3	$214K	Buy	9,462 +3	+0%	+$65	0.16%	142
2024 Q2	$203K	Buy	+9,459	New	+$195K	0.16%	137

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Patrick M. Sweeney & Associates's SCHX Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q2 2026, buying an estimated $57 and bringing the position to 9,472 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #139.

Patrick M. Sweeney & Associates first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Patrick M. Sweeney & Associates held 9,472 shares of Schwab US Large- Cap ETF worth $279K as of Q2 2026.
Patrick M. Sweeney & Associates bought 2 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $57.
Schwab US Large- Cap ETF made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #139 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.