Pine Valley Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pine Valley Investments’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	$633K	Buy	21,495 +1,702	+9%	+$48.6K	0.03%	365
2026 Q1	$507K	Buy	19,793 +5,967	+43%	+$160K	0.02%	378
2025 Q4	$372K	Buy	13,826 +1,120	+9%	+$29.9K	0.02%	410
2025 Q3	$335K	Buy	12,706 +1,774	+16%	+$45K	0.02%	426
2025 Q2	$267K	Buy	+10,932	New	+$247K	0.01%	451
2024 Q1	–	Sell	-33,006	Closed	-$620K	–	521
2023 Q4	$620K	Sell	33,006 -18	-0.1%	-$316	0.04%	273
2023 Q3	$557K	Sell	33,024 -1,317	-4%	-$23.1K	0.05%	273
2023 Q2	$599K	Sell	34,341 -1,782	-5%	-$29.4K	0.06%	241
2023 Q1	$10.7K	Buy	+36,123	New	+$568K	﹤0.01%	305

Other funds holding SCHX

SFG

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

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Pine Valley Investments's SCHX Position: Q2 2026 in Review

Pine Valley Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 8.6% in Q2 2026, buying an estimated $48.6K and bringing the position to 21,495 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #365.

Pine Valley Investments first reported a position in SCHX in Q1 2023 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Pine Valley Investments held 21,495 shares of Schwab US Large- Cap ETF worth $633K as of Q2 2026.
Pine Valley Investments bought 1,702 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $48.6K.
Schwab US Large- Cap ETF made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #365 holding.
Pine Valley Investments first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 9 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.