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

PFG 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	$12.9M	Buy	437,209 +28,519	+7%	+$814K	0.65%	23
2026 Q1	$10.5M	Buy	408,690 +27,029	+7%	+$725K	0.51%	39
2025 Q4	$10.3M	Buy	381,661 +36,597	+11%	+$977K	0.5%	43
2025 Q3	$9.09M	Buy	+345,064	New	+$8.76M	0.37%	58
2025 Q2	–	Sell	-244,139	Closed	-$5.39M	–	742
2025 Q1	$5.39M	Buy	244,139 +10,480	+4%	+$244K	0.3%	83
2024 Q4	$5.42M	Buy	233,659 +40,864	+21%	+$952K	0.33%	70
2024 Q3	$4.36M	Buy	192,795 +3,336	+2%	+$72.7K	0.28%	84
2024 Q2	$4.06M	Buy	189,459 +1,368	+0.7%	+$28.3K	0.27%	86
2024 Q1	$3.89M	Buy	188,091 +19,389	+11%	+$382K	0.28%	88
2023 Q4	$3.17M	Buy	168,702 +16,041	+11%	+$282K	0.26%	104
2023 Q3	$2.57M	Sell	152,661 -5,106	-3%	-$89.6K	0.23%	112
2023 Q2	$2.75M	Buy	157,767 +2,532	+2%	+$41.8K	0.21%	123
2023 Q1	$2.5M	Sell	155,235 -11,661	-7%	-$184K	0.21%	131
2022 Q4	$2.51M	Buy	166,896 +2,049	+1%	+$31K	0.25%	111
2022 Q3	$2.33M	Buy	+164,847	New	+$2.59M	0.27%	103
2022 Q1	–	Sell	-176,610	Closed	-$3.35M	–	520
2021 Q4	$3.35M	Buy	176,610 +7,944	+5%	+$147K	0.33%	70
2021 Q3	$2.92M	Buy	168,666 +21,180	+14%	+$378K	0.32%	76
2021 Q2	$2.56M	Buy	147,486 +38,214	+35%	+$645K	0.29%	90
2021 Q1	$1.75M	Buy	109,272 +7,020	+7%	+$110K	0.22%	136
2020 Q4	$1.55M	Buy	102,252 +4,248	+4%	+$60.8K	0.26%	109
2020 Q3	$1.34M	Buy	98,004 +9,252	+10%	+$123K	0.26%	109
2020 Q2	$1.13M	Sell	88,752 -5,694	-6%	-$66.4K	0.25%	116
2020 Q1	$1.05M	Sell	94,446 -23,658	-20%	-$287K	0.28%	106
2019 Q4	$1.52M	Sell	118,104 -768	-0.6%	-$9.41K	0.37%	85
2019 Q3	$1.38M	Sell	118,872 -228	-0.2%	-$2.69K	0.38%	77
2019 Q2	$1.44M	Buy	119,100 +3,060	+3%	+$35.1K	0.39%	78
2019 Q1	$1.36M	Buy	116,040 +534	+0.5%	+$5.79K	0.41%	76
2018 Q4	$1.26M	Buy	115,506 +27,180	+31%	+$292K	0.4%	84
2018 Q3	$962K	Buy	88,326 +27,300	+45%	+$310K	0.75%	33
2018 Q2	$661K	Buy	61,026 +12,300	+25%	+$133K	0.58%	52
2018 Q1	$512K	Buy	48,726 +8,082	+20%	+$87.9K	0.49%	57
2017 Q4	$432K	Buy	+40,644	New	+$421K	0.45%	64

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

PFG Advisors's SCHX Position: Q2 2026 in Review

PFG Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 7% in Q2 2026, buying an estimated $814K and bringing the position to 437,209 shares worth $12.9M. The position accounts for 0.65% of the portfolio, ranked #23.

PFG Advisors first reported a position in SCHX in Q4 2017 and has held it in 32 quarters since. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

PFG Advisors held 437,209 shares of Schwab US Large- Cap ETF worth $12.9M as of Q2 2026.
PFG Advisors bought 28,519 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $814K.
Schwab US Large- Cap ETF made up 0.65% of PFG Advisors's portfolio in Q2 2026, its #23 holding.
PFG Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 32 quarters since.
693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.