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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
Q2 		$249K Hold
8,457
– – 0.18% 95
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
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

Pin Oak Investment Advisors's SCHX Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 8,457 shares worth $249K. The position accounts for 0.18% of the portfolio, ranked #95.

Pin Oak Investment Advisors first reported a position in SCHX in Q4 2017 and has held it in 35 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Pin Oak Investment Advisors held 8,457 shares of Schwab US Large- Cap ETF worth $249K as of Q2 2026.
  • Pin Oak Investment Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.18% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Pin Oak Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.