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

Pinion 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 		$3.21M Sell
125,148
-8,185
-6% -$220K 0.75% 32
2025
Q4 		$3.59M Sell
133,333
-518
-0.4% -$13.8K 0.88% 29
2025
Q3 		$3.59M Buy
133,851
+2,816
+2% +$71.5K 0.98% 23
2025
Q2 		$3.2M Sell
131,035
-135,107
-51% -$3.05M 1.1% 15
2025
Q1 		$5.88M Buy
266,142
+123,351
+86% +$2.87M 1.3% 14
2024
Q4 		$3.31M Sell
142,791
-12,360
-8% -$288K 1.32% 13
2024
Q3 		$3.51M Sell
155,151
-17,970
-10% -$392K 1.47% 11
2024
Q2 		$3.71M Sell
173,121
-16,992
-9% -$351K 1.84% 7
2024
Q1 		$3.93M Sell
190,113
-705
-0.4% -$13.9K 2.04% 8
2023
Q4 		$3.59M Buy
190,818
+4,539
+2% +$79.7K 2.16% 8
2023
Q3 		$3.14M Sell
186,279
-21,402
-10% -$375K 2.04% 9
2023
Q2 		$3.63M Sell
207,681
-8,208
-4% -$136K 2.46% 6
2023
Q1 		$3.48M Sell
215,889
-8,763
-4% -$138K 3.26% 4
2022
Q4 		$3.38M Sell
224,652
-9,951
-4% -$151K 3.19% 4
2022
Q3 		$3.31M Buy
234,603
+18,567
+9% +$291K 2.89% 4
2022
Q2 		$3.22M Sell
216,036
-8,211
-4% -$133K 2.68% 5
2022
Q1 		$4.03M Sell
224,247
-6,303
-3% -$112K 2.79% 4
2021
Q4 		$4.37M Buy
230,550
+10,644
+5% +$197K 2.95% 2
2021
Q3 		$3.81M Buy
219,906
+2,676
+1% +$47.7K 3.07% 2
2021
Q2 		$3.76M Buy
217,230
+4,062
+2% +$68.5K 3.03% 3
2021
Q1 		$3.41M Buy
213,168
+18,600
+10% +$291K 3.16% 2
2020
Q4 		$2.95M Buy
194,568
+37,344
+24% +$534K 3.1% 3
2020
Q3 		$1.94M Hold
157,224
– – 2.93% 4
2020
Q2 		$1.94M Buy
157,224
+35,178
+29% +$410K 2.93% 4
2020
Q1 		$1.25M Sell
122,046
-9,282
-7% -$113K 2.68% 3
2019
Q4 		$1.68M Buy
131,328
+8,958
+7% +$110K 3.12% 1
2019
Q3 		$1.45M Buy
122,370
+20,760
+20% +$245K 2.96% 1
2019
Q2 		$1.19M Buy
101,610
+32,322
+47% +$371K 2.55% 1
2019
Q1 		$781K Buy
69,288
+47,892
+224% +$519K 1.37% 13
2018
Q4 		$213K Buy
+21,396
New +$230K 0.45% 103

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pinion Investment Advisors's SCHX Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q1 2026, selling an estimated $220K and leaving 125,148 shares worth $3.21M. The position accounts for 0.75% of the portfolio, ranked #32.

Pinion Investment Advisors first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.88M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Pinion Investment Advisors held 125,148 shares of Schwab US Large- Cap ETF worth $3.21M as of Q1 2026.
  • Pinion Investment Advisors sold 8,185 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $220K.
  • Schwab US Large- Cap ETF made up 0.75% of Pinion Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • Pinion Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Pinion Investment Advisors's Schwab US Large- Cap ETF position peaked at $5.88M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.