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Pension & Wealth Management Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pension & Wealth Management Advisors’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 		$115K Buy
3,912
+11
+0.3% +$314 0.03% 232
2026
Q1 		$100K Buy
3,901
+11
+0.3% +$295 0.03% 237
2025
Q4 		$105K Buy
+3,890
New +$104K 0.03% 231

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Pension & Wealth Management Advisors's SCHX Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.28% in Q2 2026, buying an estimated $314 and bringing the position to 3,912 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #232.

Pension & Wealth Management Advisors first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,912 shares of Schwab US Large- Cap ETF worth $115K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 11 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $314.
  • Schwab US Large- Cap ETF made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #232 holding.
  • Pension & Wealth Management Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.