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 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 $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Patrick M. Sweeney & Associates's SCHX Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q1 2026, buying an estimated $27 and bringing the position to 9,470 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #146.

Patrick M. Sweeney & Associates first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $255K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Patrick M. Sweeney & Associates held 9,470 shares of Schwab US Large- Cap ETF worth $243K as of Q1 2026.
Patrick M. Sweeney & Associates bought 1 Schwab US Large- Cap ETF share in Q1 2026, an estimated $27.
Schwab US Large- Cap ETF made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #146 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Patrick M. Sweeney & Associates's Schwab US Large- Cap ETF position peaked at $255K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.