PCM
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Pennsylvania Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pennsylvania Capital Management’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 		$3.79M Buy
128,782
+34,197
+36% +$977K 0.96% 22
2026
Q1 		$2.43M Buy
94,585
+11,588
+14% +$311K 0.69% 26
2025
Q4 		$2.23M Buy
82,997
+16,366
+25% +$437K 0.61% 26
2025
Q3 		$1.76M Sell
66,631
-8,564
-11% -$217K 0.51% 32
2025
Q2 		$1.84M Buy
75,195
+4,708
+7% +$106K 0.59% 32
2025
Q1 		$1.56M Buy
70,487
+721
+1% +$16.8K 0.57% 27
2024
Q4 		$1.62M Buy
69,766
+4,105
+6% +$95.7K 0.55% 28
2024
Q3 		$1.49M Buy
65,661
+4,716
+8% +$103K 0.53% 27
2024
Q2 		$1.31M Sell
60,945
-1,110
-2% -$22.9K 0.5% 27
2024
Q1 		$1.28M Sell
62,055
-38,178
-38% -$752K 0.53% 29
2023
Q4 		$1.88M Sell
100,233
-8,859
-8% -$156K 0.75% 26
2023
Q3 		$1.84M Hold
109,092
– – 0.76% 25
2023
Q2 		$1.9M Sell
109,092
-1,815
-2% -$30K 0.82% 21
2023
Q1 		$1.79M Buy
110,907
+3,615
+3% +$56.9K 0.87% 23
2022
Q4 		$1.67M Buy
107,292
+40,836
+61% +$618K 0.88% 25
2022
Q3 		$938K Buy
66,456
+210
+0.3% +$3.29K 0.52% 27
2022
Q2 		$986K Sell
66,246
-8,400
-11% -$136K 0.52% 28
2022
Q1 		$1.34M Sell
74,646
-198
-0.3% -$3.5K 0.57% 26
2021
Q4 		$1.42M Buy
74,844
+7,056
+10% +$130K 0.49% 29
2021
Q3 		$1.24M Buy
67,788
+1,002
+2% +$17.9K 0.55% 25
2021
Q2 		$1.18M Buy
66,786
+4,752
+8% +$80.2K 0.58% 24
2021
Q1 		$993K Sell
62,034
-396
-0.6% -$6.2K 0.58% 26
2020
Q4 		$964K Sell
62,430
-12
-0% -$172 0.63% 25
2020
Q3 		$853K Buy
+62,442
New +$830K 0.67% 24
2020
Q2 		– Sell
-94,728
Closed -$929K – 136
2020
Q1 		$929K Buy
94,728
+5,712
+6% +$69.4K 1.2% 15
2019
Q4 		$1.14M Buy
+89,016
New +$1.09M 1.08% 19

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
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

Pennsylvania Capital Management's SCHX Position: Q2 2026 in Review

Pennsylvania Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 36% in Q2 2026, buying an estimated $977K and bringing the position to 128,782 shares worth $3.79M. The position accounts for 0.96% of the portfolio, ranked #22.

Pennsylvania Capital Management first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Pennsylvania Capital Management held 128,782 shares of Schwab US Large- Cap ETF worth $3.79M as of Q2 2026.
  • Pennsylvania Capital Management bought 34,197 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $977K.
  • Schwab US Large- Cap ETF made up 0.96% of Pennsylvania Capital Management's portfolio in Q2 2026, its #22 holding.
  • Pennsylvania Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.