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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PGIM Custom Harvest's SCHX Position: Q1 2026 in Review

PGIM Custom Harvest increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q1 2026, buying an estimated $33.1K and bringing the position to 11,441 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

PGIM Custom Harvest first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

PGIM Custom Harvest held 11,441 shares of Schwab US Large- Cap ETF worth $293K as of Q1 2026.
PGIM Custom Harvest bought 1,235 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $33.1K.
Schwab US Large- Cap ETF made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #224 holding.
PGIM Custom Harvest first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
PGIM Custom Harvest's Schwab US Large- Cap ETF position peaked at $385K in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.