Peterson Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Peterson Wealth 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	$396K	Buy	13,472 +36	+0.3%	+$1.03K	0.18%	34
2026 Q1	$345K	Buy	13,436 +39	+0.3%	+$1.05K	0.2%	36
2025 Q4	$361K	Buy	13,397 +40	+0.3%	+$1.07K	0.27%	30
2025 Q3	$352K	Buy	13,357 +37	+0.3%	+$940	0.24%	34
2025 Q2	$326K	Hold	13,320	–	–	0.19%	33
2025 Q1	$294K	Hold	13,320	–	–	0.2%	46
2024 Q4	$309K	Hold	13,320	–	–	0.18%	42
2024 Q3	$301K	Hold	13,320	–	–	0.19%	43
2024 Q2	$285K	Hold	13,320	–	–	0.18%	48
2024 Q1	$276K	Buy	+13,320	New	+$262K	0.2%	50

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Peterson Wealth Management's SCHX Position: Q2 2026 in Review

Peterson Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q2 2026, buying an estimated $1.03K and bringing the position to 13,472 shares worth $396K. The position accounts for 0.18% of the portfolio, ranked #34.

Peterson Wealth Management first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Peterson Wealth Management held 13,472 shares of Schwab US Large- Cap ETF worth $396K as of Q2 2026.
Peterson Wealth Management bought 36 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.03K.
Schwab US Large- Cap ETF made up 0.18% of Peterson Wealth Management's portfolio in Q2 2026, its #34 holding.
Peterson Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.