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

PFG Investments’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	$682K	Buy	23,171 +67	+0.3%	+$1.91K	0.03%	531
2026 Q1	$592K	Buy	23,104 +124	+0.5%	+$3.33K	0.03%	544
2025 Q4	$618K	Buy	22,980 +62	+0.3%	+$1.66K	0.03%	491
2025 Q3	$604K	Buy	22,918 +42	+0.2%	+$1.07K	0.03%	492
2025 Q2	$559K	Buy	+22,876	New	+$517K	0.03%	483
2025 Q1	–	Sell	-8,964	Closed	-$208K	–	1088
2024 Q4	$208K	Sell	8,964 -21	-0.2%	-$489	0.01%	887
2024 Q3	$203K	Buy	+8,985	New	+$196K	0.01%	891
2024 Q2	–	Sell	-235,746	Closed	-$4.88M	–	1074
2024 Q1	$4.88M	Buy	+235,746	New	+$4.64M	0.29%	71

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

PFG Investments's SCHX Position: Q2 2026 in Review

PFG Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q2 2026, buying an estimated $1.91K and bringing the position to 23,171 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #531.

PFG Investments first reported a position in SCHX in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.88M in Q1 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

PFG Investments held 23,171 shares of Schwab US Large- Cap ETF worth $682K as of Q2 2026.
PFG Investments bought 67 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.91K.
Schwab US Large- Cap ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #531 holding.
PFG Investments first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 8 quarters since.
PFG Investments's Schwab US Large- Cap ETF position peaked at $4.88M in Q1 2024.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.