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 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

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

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

JFG

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Penney Financial's SCHX Position: Q2 2026 in Review

Penney Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,816 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #42.

Penney Financial first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 894 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Penney Financial held 9,816 shares of Schwab US Large- Cap ETF worth $289K as of Q2 2026.
Penney Financial left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.1% of Penney Financial's portfolio in Q2 2026, its #42 holding.
Penney Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
894 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.