Penney Financial
SCHX icon

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

Penney Financial’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
Q3 		$294K Hold
9,816
– – 0.09% 33
2026
Q2 		$289K Hold
9,816
– – 0.1% 42
2026
Q1 		$252K Hold
9,816
– – 0.1% 41
2025
Q4 		$264K Hold
9,816
– – 0.1% 40
2025
Q3 		$259K Hold
9,816
– – 0.12% 42
2025
Q2 		$240K Hold
9,816
– – 0.12% 39
2025
Q1 		$217K Hold
9,816
– – 0.14% 37
2024
Q4 		$228K Hold
9,816
– – 0.15% 37
2024
Q3 		$222K Hold
9,816
– – 0.15% 33
2024
Q2 		$210K Hold
9,816
– – 0.15% 34
2024
Q1 		$203K Buy
+9,816
New +$193K 0.15% 33

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Penney Financial's SCHX Position: Q3 2026 in Review

Penney Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 9,816 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #33.

Penney Financial first reported a position in SCHX in Q1 2024 and has held it in 11 quarters since. 1,354 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Penney Financial held 9,816 shares of Schwab US Large- Cap ETF worth $294K as of Q3 2026.
  • Penney Financial left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.09% of Penney Financial's portfolio in Q3 2026, its #33 holding.
  • Penney Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.