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

Physician Wealth 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	$325K	Hold	11,052	–	–	0.04%	150
2026 Q1	$283K	Buy	11,052 +40	+0.4%	+$1.07K	0.04%	157
2025 Q4	$296K	Buy	11,012 +60	+0.5%	+$1.6K	0.04%	141
2025 Q3	$288K	Sell	10,952 -11,530	-51%	-$293K	0.04%	145
2025 Q2	$549K	Hold	22,482	–	–	0.09%	92
2025 Q1	$496K	Hold	22,482	–	–	0.09%	93
2024 Q4	$521K	Sell	22,482 -44,964	-67%	-$1.05M	0.09%	94
2024 Q3	$515K	Buy	67,446 +54,960	+440%	+$1.2M	0.09%	93
2024 Q2	$278K	Sell	12,486 -19,758	-61%	-$408K	0.05%	133
2024 Q1	$641K	Sell	32,244 -2,160	-6%	-$42.5K	0.13%	80
2023 Q4	$658K	Buy	34,404 +90	+0.3%	+$1.58K	0.15%	75
2023 Q3	$585K	Hold	34,314	–	–	0.15%	72
2023 Q2	$600K	Buy	34,314 +93	+0.3%	+$1.54K	0.15%	70
2023 Q1	$557K	Buy	34,221 +60	+0.2%	+$944	0.15%	70
2022 Q4	$539K	Sell	34,161 -93	-0.3%	-$1.41K	0.15%	71
2022 Q3	$511K	Buy	34,254 +513	+2%	+$8.05K	0.16%	70
2022 Q2	$547K	Buy	33,741 +435	+1%	+$7.05K	0.16%	69
2022 Q1	$566K	Sell	33,306 -1,536	-4%	-$27.2K	0.15%	76
2021 Q4	$647K	Sell	34,842 -372	-1%	-$6.87K	0.17%	74
2021 Q3	$635K	Sell	35,214 -2,244	-6%	-$40K	0.17%	71
2021 Q2	$660K	Sell	37,458 -36,528	-49%	-$616K	0.19%	66
2021 Q1	$1.22M	Sell	73,986 -24,816	-25%	-$389K	0.4%	42
2020 Q4	$1.57M	Sell	98,802 -2,700	-3%	-$38.6K	0.54%	37
2020 Q3	$1.35M	Sell	101,502 -342	-0.3%	-$4.54K	0.54%	35
2020 Q2	$1.37M	Sell	101,844 -1,128	-1%	-$13.1K	0.55%	34
2020 Q1	$1.14M	Sell	102,972 -53,730	-34%	-$653K	0.57%	35
2019 Q4	$2.05M	Buy	156,702 +84	+0.1%	+$1.03K	0.91%	25
2019 Q3	$1.96M	Buy	+156,618	New	+$1.85M	0.96%	25

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Physician Wealth Advisors's SCHX Position: Q2 2026 in Review

Physician Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 11,052 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #150.

Physician Wealth Advisors first reported a position in SCHX in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.05M in Q4 2019. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Physician Wealth Advisors held 11,052 shares of Schwab US Large- Cap ETF worth $325K as of Q2 2026.
Physician Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Physician Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's Schwab US Large- Cap ETF position peaked at $2.05M in Q4 2019.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.