Pin Oak Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pin Oak Investment 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 Q1	$217K	Hold	8,457	–	–	0.15%	102
2025 Q4	$230K	Hold	8,457	–	–	0.16%	99
2025 Q3	$223K	Hold	8,457	–	–	0.16%	96
2025 Q2	$186K	Buy	8,457 +2,457	+41%	+$55.5K	0.16%	98
2025 Q1	$186K	Buy	6,000 +4,000	+200%	+$93.1K	0.14%	103
2024 Q4	$136K	Sell	2,000 -4,000	-67%	-$93.2K	0.12%	118
2024 Q3	$135K	Hold	6,000	–	–	0.12%	119
2024 Q2	$129K	Hold	6,000	–	–	0.12%	112
2024 Q1	$124K	Hold	6,000	–	–	0.12%	119
2023 Q4	$113K	Hold	6,000	–	–	0.11%	119
2023 Q3	$101K	Hold	6,000	–	–	0.11%	119
2023 Q2	$105K	Hold	6,000	–	–	0.12%	123
2023 Q1	$97K	Hold	6,000	–	–	0.12%	119
2022 Q4	$90K	Hold	6,000	–	–	0.11%	111
2022 Q3	$85K	Hold	6,000	–	–	0.11%	114
2022 Q2	$89K	Hold	6,000	–	–	0.11%	115
2022 Q1	$108K	Sell	6,000 -120	-2%	-$2.12K	0.12%	111
2021 Q4	$116K	Hold	6,120	–	–	0.12%	112
2021 Q3	$106K	Hold	6,120	–	–	0.12%	114
2021 Q2	$106K	Hold	6,120	–	–	0.11%	120
2021 Q1	$98K	Hold	6,120	–	–	0.08%	136
2020 Q4	$93K	Hold	6,120	–	–	0.08%	140
2020 Q3	$82K	Buy	6,120 +120	+2%	+$1.59K	0.08%	138
2020 Q2	$74K	Sell	6,000 -7,350	-55%	-$85.7K	0.07%	143
2020 Q1	$136K	Hold	13,350	–	–	0.14%	116
2019 Q4	$171K	Hold	13,350	–	–	0.14%	112
2019 Q3	$158K	Hold	13,350	–	–	0.13%	119
2019 Q2	$156K	Buy	13,350 +7,350	+123%	+$84.4K	0.12%	124
2019 Q1	$68K	Hold	6,000	–	–	0.05%	170
2018 Q4	$60K	Hold	6,000	–	–	0.05%	170
2018 Q3	$70K	Hold	6,000	–	–	0.05%	170
2018 Q2	$65K	Hold	6,000	–	–	0.05%	177
2018 Q1	$63K	Hold	6,000	–	–	0.05%	177
2017 Q4	$64K	Buy	+6,000	New	+$62.2K	0.05%	175

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 $1.81B AUM 22.3% 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

Pin Oak Investment Advisors's SCHX Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 8,457 shares worth $217K. The position accounts for 0.15% of the portfolio, ranked #102.

Pin Oak Investment Advisors first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $230K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Pin Oak Investment Advisors held 8,457 shares of Schwab US Large- Cap ETF worth $217K as of Q1 2026.
Pin Oak Investment Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.15% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #102 holding.
Pin Oak Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's Schwab US Large- Cap ETF position peaked at $230K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.