Petra Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Petra Financial 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	$1.23M	Buy	+41,742	New	+$1.19M	0.57%	49
2026 Q1	–	Sell	-42,787	Closed	-$1.15M	–	141
2025 Q4	$1.15M	Buy	42,787 +1,381	+3%	+$36.9K	0.68%	45
2025 Q3	$1.09M	Sell	41,406 -5,637	-12%	-$143K	0.64%	44
2025 Q2	$1.15M	Buy	47,043 +1,390	+3%	+$31.4K	0.73%	37
2025 Q1	$1.01M	Sell	45,653 -4,473	-9%	-$104K	0.83%	29
2024 Q4	$1.16M	Sell	50,126 -12,049	-19%	-$281K	0.79%	34
2024 Q3	$1.41M	Sell	62,175 -768	-1%	-$16.7K	0.93%	32
2024 Q2	$1.35M	Sell	62,943 -25,548	-29%	-$528K	0.97%	33
2024 Q1	$1.69M	Hold	88,491	–	–	1.24%	23
2023 Q4	$1.66M	Buy	88,491 +165	+0.2%	+$2.9K	1.39%	17
2023 Q3	$1.49M	Buy	88,326 +73,293	+488%	+$1.29M	1.24%	23
2023 Q2	$262K	Sell	15,033 -84,366	-85%	-$1.39M	0.23%	93
2023 Q1	$1.6M	Sell	99,399 -19,026	-16%	-$299K	1.59%	15
2022 Q4	$1.78M	Buy	+118,425	New	+$1.79M	1.96%	12

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Petra Financial Advisors's SCHX Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 41,742 shares worth $1.23M. The stake represents 0.57% of the portfolio and ranks #49 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SCHX as recently as Q4 2025.

Petra Financial Advisors first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q4 2022. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Petra Financial Advisors held 41,742 shares of Schwab US Large- Cap ETF worth $1.23M as of Q2 2026.
Schwab US Large- Cap ETF was a new Petra Financial Advisors position in Q2 2026.
Schwab US Large- Cap ETF made up 0.57% of Petra Financial Advisors's portfolio in Q2 2026, its #49 holding.
Petra Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's Schwab US Large- Cap ETF position peaked at $1.78M in Q4 2022.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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