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PGIM Custom Harvest’s Schwab US Large- Cap ETF SCHX Stock Holding History

PGIM Custom Harvest’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 		$353K Buy
12,011
+570
+5% +$16.3K ﹤0.01% 231
2026
Q1 		$293K Buy
11,441
+1,235
+12% +$33.1K ﹤0.01% 224
2025
Q4 		$275K Hold
10,206
– – ﹤0.01% 225
2025
Q3 		$269K Hold
10,206
– – ﹤0.01% 221
2025
Q2 		$249K Sell
10,206
-5,136
-33% -$116K 0.01% 217
2025
Q1 		$339K Sell
15,342
-1,266
-8% -$29.5K 0.01% 186
2024
Q4 		$385K Buy
16,608
+7,266
+78% +$169K 0.01% 180
2024
Q3 		$211K Hold
9,342
– – ﹤0.01% 239
2024
Q2 		$200K Buy
+9,342
New +$193K ﹤0.01% 227

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

PGIM Custom Harvest's SCHX Position: Q2 2026 in Review

PGIM Custom Harvest increased its Schwab US Large- Cap ETF (SCHX) stake by 5% in Q2 2026, buying an estimated $16.3K and bringing the position to 12,011 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

PGIM Custom Harvest first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. The position peaked at $385K in Q4 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • PGIM Custom Harvest held 12,011 shares of Schwab US Large- Cap ETF worth $353K as of Q2 2026.
  • PGIM Custom Harvest bought 570 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $16.3K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #231 holding.
  • PGIM Custom Harvest first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • PGIM Custom Harvest's Schwab US Large- Cap ETF position peaked at $385K in Q4 2024.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.