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

Pineridge 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
2025 Q3	$9.4K	Hold	357	–	–	﹤0.01%	211
2025 Q2	$8.72K	Sell	357 -382	-52%	-$8.64K	﹤0.01%	236
2025 Q1	$16.3K	Buy	739 +204	+38%	+$4.75K	0.01%	190
2024 Q4	$12.4K	Buy	535 +178	+50%	+$4.15K	﹤0.01%	279
2024 Q3	$8.07K	Hold	357	–	–	﹤0.01%	298
2024 Q2	$7.65K	Hold	357	–	–	﹤0.01%	319
2024 Q1	$7.38K	Sell	357 -1,290	-78%	-$25.4K	﹤0.01%	325
2023 Q4	$31K	Buy	+1,647	New	+$28.9K	0.01%	216

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

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

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

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

Pineridge Advisors's SCHX Position: Q3 2025 in Review

Pineridge Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2025 at 357 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Pineridge Advisors first reported a position in SCHX in Q4 2023 and has held it in 8 quarters since. The position peaked at $31K in Q4 2023. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Pineridge Advisors held 357 shares of Schwab US Large- Cap ETF worth $9.4K as of Q3 2025.
Pineridge Advisors left its Schwab US Large- Cap ETF share count unchanged in Q3 2025.
Schwab US Large- Cap ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #211 holding.
Pineridge Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Schwab US Large- Cap ETF position peaked at $31K in Q4 2023.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.