Patriot Financial Group Insurance Agency’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patriot Financial Group Insurance Agency’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	$259K	Sell	8,806 -4,412	-33%	-$126K	0.03%	419
2026 Q1	$339K	Buy	+13,218	New	+$355K	0.02%	538
2025 Q1	–	Sell	-8,878	Closed	-$206K	–	527
2024 Q4	$206K	Sell	8,878 -7,238	-45%	-$169K	0.03%	440
2024 Q3	$364K	Sell	16,116 -3,015	-16%	-$65.7K	0.05%	343
2024 Q2	$410K	Sell	19,131 -186	-1%	-$3.84K	0.06%	303
2024 Q1	$400K	Sell	19,317 -17,586	-48%	-$346K	0.06%	307
2023 Q4	$694K	Buy	36,903 +9,360	+34%	+$164K	0.13%	186
2023 Q3	$465K	Sell	27,543 -4,323	-14%	-$75.8K	0.1%	247
2023 Q2	$556K	Sell	31,866 -5,736	-15%	-$94.7K	0.1%	228
2023 Q1	$606K	Buy	+37,602	New	+$592K	0.12%	188
2022 Q4	–	Sell	-14,622	Closed	-$206K	–	449
2022 Q3	$206K	Sell	14,622 -42,135	-74%	-$661K	0.05%	363
2022 Q2	$845K	Buy	56,757 +5,778	+11%	+$93.6K	0.17%	131
2022 Q1	$915K	Buy	50,979 +2,889	+6%	+$51.1K	0.16%	137
2021 Q4	$912K	Buy	48,090 +1,704	+4%	+$31.5K	0.15%	139
2021 Q3	$804K	Buy	46,386 +3,054	+7%	+$54.5K	0.14%	158
2021 Q2	$751K	Sell	43,332 -5,580	-11%	-$94.1K	0.14%	163
2021 Q1	$783K	Sell	48,912 -30,720	-39%	-$481K	0.18%	129
2020 Q4	$1.21M	Sell	79,632 -23,454	-23%	-$336K	0.3%	66
2020 Q3	$1.39M	Sell	103,086 -15,402	-13%	-$205K	0.45%	40
2020 Q2	$1.46M	Buy	118,488 +3,120	+3%	+$36.4K	0.56%	35
2020 Q1	$1.18M	Buy	115,368 +104,778	+989%	+$1.27M	0.54%	36
2019 Q4	$136K	Buy	10,590 +954	+10%	+$11.7K	0.05%	290
2019 Q3	$114K	Buy	9,636 +276	+3%	+$3.25K	0.05%	291
2019 Q2	$111K	Buy	9,360 +1,908	+26%	+$21.9K	0.05%	293
2019 Q1	$84K	Buy	7,452 +6,354	+579%	+$68.8K	0.04%	306
2018 Q4	$11K	Buy	+1,098	New	+$11.8K	0.01%	603

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q2 2026, selling an estimated $126K and leaving 8,806 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #419.

Patriot Financial Group Insurance Agency first reported a position in SCHX in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.46M in Q2 2020. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Patriot Financial Group Insurance Agency held 8,806 shares of Schwab US Large- Cap ETF worth $259K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 4,412 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $126K.
Schwab US Large- Cap ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #419 holding.
Patriot Financial Group Insurance Agency first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 26 quarters since.
Patriot Financial Group Insurance Agency's Schwab US Large- Cap ETF position peaked at $1.46M in Q2 2020.
1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.