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

Perryman Financial Advisory’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 		$563K Sell
19,141
-10,074
-34% -$288K 0.08% 130
2026
Q1 		$749K Buy
29,215
+123
+0.4% +$3.3K 0.11% 104
2025
Q4 		$783K Buy
+29,092
New +$777K 0.11% 105

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

Perryman Financial Advisory's SCHX Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 34% in Q2 2026, selling an estimated $288K and leaving 19,141 shares worth $563K. The position accounts for 0.08% of the portfolio, ranked #130.

Perryman Financial Advisory first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $783K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Perryman Financial Advisory held 19,141 shares of Schwab US Large- Cap ETF worth $563K as of Q2 2026.
  • Perryman Financial Advisory sold 10,074 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $288K.
  • Schwab US Large- Cap ETF made up 0.08% of Perryman Financial Advisory's portfolio in Q2 2026, its #130 holding.
  • Perryman Financial Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Schwab US Large- Cap ETF position peaked at $783K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.