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Pettyjohn Wood & White’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pettyjohn Wood & White’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
Q1 		$2.1M Hold
81,736
– – 0.33% 63
2025
Q4 		$2.2M Hold
81,736
– – 0.34% 63
2025
Q3 		$2.15M Hold
81,736
– – 0.36% 64
2025
Q2 		$2M Sell
81,736
-215
-0.3% -$4.86K 0.36% 65
2025
Q1 		$1.81M Hold
81,951
– – 0.35% 65
2024
Q4 		$1.9M Hold
81,951
– – 0.35% 62
2024
Q3 		$1.85M Sell
81,951
-7,623
-9% -$166K 0.34% 65
2024
Q2 		$1.92M Sell
89,574
-1,068
-1% -$22.1K 0.37% 61
2024
Q1 		$1.88M Hold
90,642
– – 0.37% 61
2023
Q4 		$1.7M Hold
90,642
– – 0.37% 61
2023
Q3 		$1.53M Hold
90,642
– – 0.36% 61
2023
Q2 		$1.58M Sell
90,642
-1,860
-2% -$30.7K 0.36% 60
2023
Q1 		$1.49M Hold
92,502
– – 0.36% 62
2022
Q4 		$1.39M Buy
92,502
+30,000
+48% +$454K 0.35% 66
2022
Q3 		$882K Hold
62,502
– – 0.24% 76
2022
Q2 		$930K Buy
62,502
+390
+0.6% +$6.32K 0.22% 79
2022
Q1 		$1.11M Hold
62,112
– – 0.24% 78
2021
Q4 		$1.18M Hold
62,112
– – 0.24% 75
2021
Q3 		$1.08M Buy
62,112
+678
+1% +$12.1K 0.24% 78
2021
Q2 		$1.06M Sell
61,434
-780
-1% -$13.2K 0.24% 76
2021
Q1 		$996K Hold
62,214
– – 0.24% 76
2020
Q4 		$943K Buy
62,214
+2,160
+4% +$30.9K 0.24% 75
2020
Q3 		$807K Buy
60,054
+1,440
+2% +$19.1K 0.24% 76
2020
Q2 		$724K Hold
58,614
– – 0.23% 76
2020
Q1 		$598K Buy
58,614
+1,500
+3% +$18.2K 0.22% 80
2019
Q4 		$731K Hold
57,114
– – 0.21% 83
2019
Q3 		$675K Buy
57,114
+2,736
+5% +$32.2K 0.21% 83
2019
Q2 		$636K Sell
54,378
-1,740
-3% -$20K 0.2% 87
2019
Q1 		$632K Buy
56,118
+1,800
+3% +$19.5K 0.21% 86
2018
Q4 		$540K Buy
54,318
+3,360
+7% +$36.1K 0.2% 90
2018
Q3 		$591K Buy
50,958
+5,790
+13% +$65.8K 0.19% 91
2018
Q2 		$489K Buy
45,168
+15,870
+54% +$171K 0.17% 95
2018
Q1 		$308K Buy
29,298
+4,722
+19% +$51.4K 0.11% 115
2017
Q4 		$261K Buy
+24,576
New +$255K 0.09% 125

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pettyjohn Wood & White's SCHX Position: Q1 2026 in Review

Pettyjohn Wood & White held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 81,736 shares worth $2.1M. The position accounts for 0.33% of the portfolio, ranked #63.

Pettyjohn Wood & White first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.2M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Pettyjohn Wood & White held 81,736 shares of Schwab US Large- Cap ETF worth $2.1M as of Q1 2026.
  • Pettyjohn Wood & White left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.33% of Pettyjohn Wood & White's portfolio in Q1 2026, its #63 holding.
  • Pettyjohn Wood & White first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Pettyjohn Wood & White's Schwab US Large- Cap ETF position peaked at $2.2M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.