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Patriot Investment Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patriot Investment Management Group’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 		$8.86M Sell
300,936
-4,248
-1% -$121K 0.51% 32
2026
Q1 		$7.82M Buy
305,184
+624
+0.2% +$16.7K 0.5% 32
2025
Q4 		$8.2M Sell
304,560
-56,443
-16% -$1.51M 0.52% 32
2025
Q3 		$9.51M Sell
361,003
-5,282
-1% -$134K 0.62% 27
2025
Q2 		$8.95M Sell
366,285
-1,252
-0.3% -$28.3K 0.62% 26
2025
Q1 		$8.12M Sell
367,537
-2,394
-0.6% -$55.7K 0.61% 29
2024
Q4 		$8.58M Buy
369,931
+8,035
+2% +$187K 0.64% 26
2024
Q3 		$8.18M Sell
361,896
-6,906
-2% -$150K 0.6% 30
2024
Q2 		$7.9M Sell
368,802
-36,414
-9% -$752K 0.62% 29
2024
Q1 		$8.38M Sell
405,216
-54,672
-12% -$1.08M 0.66% 26
2023
Q4 		$8.65M Sell
459,888
-1,479
-0.3% -$26K 0.74% 27
2023
Q3 		$7.78M Buy
461,367
+42,093
+10% +$738K 0.71% 28
2023
Q2 		$7.32M Buy
419,274
+4,377
+1% +$72.3K 0.62% 33
2023
Q1 		$6.69M Buy
414,897
+4,905
+1% +$77.2K 0.59% 34
2022
Q4 		$6.56M Buy
409,992
+3,570
+0.9% +$54K 0.57% 34
2022
Q3 		$5.74M Buy
406,422
+17,157
+4% +$269K 0.59% 32
2022
Q2 		$5.79M Buy
389,265
+1,371
+0.4% +$22.2K 0.57% 33
2022
Q1 		$6.96M Buy
387,894
+13,812
+4% +$245K 0.6% 31
2021
Q4 		$7.1M Buy
374,082
+3,234
+0.9% +$59.7K 0.6% 30
2021
Q3 		$6.43M Buy
370,848
+1,188
+0.3% +$21.2K 0.58% 29
2021
Q2 		$6.41M Sell
369,660
-142,878
-28% -$2.41M 0.59% 30
2021
Q1 		$8.2M Buy
512,538
+319,932
+166% +$5.01M 0.81% 25
2020
Q4 		$2.92M Sell
192,606
-450,570
-70% -$6.45M 0.44% 32
2020
Q3 		$8.64M Buy
643,176
+2,466
+0.4% +$32.8K 1.03% 21
2020
Q2 		$7.91M Buy
640,710
+25,116
+4% +$293K 1% 24
2020
Q1 		$6.28M Buy
615,594
+131,814
+27% +$1.6M 0.95% 25
2019
Q4 		$6.19M Buy
483,780
+4,200
+0.9% +$51.5K 0.8% 28
2019
Q3 		$5.6M Buy
479,580
+2,664
+0.6% +$31.4K 0.77% 29
2019
Q2 		$5.58M Buy
476,916
+3,054
+0.6% +$35.1K 0.78% 28
2019
Q1 		$5.34M Buy
+473,862
New +$5.13M 0.79% 29

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Patriot Investment Management Group's SCHX Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q2 2026, selling an estimated $121K and leaving 300,936 shares worth $8.86M. The position accounts for 0.51% of the portfolio, ranked #32.

Patriot Investment Management Group first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.51M in Q3 2025. 670 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Patriot Investment Management Group held 300,936 shares of Schwab US Large- Cap ETF worth $8.86M as of Q2 2026.
  • Patriot Investment Management Group sold 4,248 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $121K.
  • Schwab US Large- Cap ETF made up 0.51% of Patriot Investment Management Group's portfolio in Q2 2026, its #32 holding.
  • Patriot Investment Management Group first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Schwab US Large- Cap ETF position peaked at $9.51M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.