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Pinney & Scofield’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pinney & Scofield’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 		$295K Sell
10,024
-173
-2% -$4.94K 0.14% 45
2026
Q1 		$261K Hold
10,197
– – 0.14% 45
2025
Q4 		$274K Hold
10,197
– – 0.16% 43
2025
Q3 		$269K Hold
10,197
– – 0.17% 42
2025
Q2 		$249K Hold
10,197
– – 0.17% 45
2025
Q1 		$225K Hold
10,197
– – 0.16% 42
2024
Q4 		$236K Buy
+10,197
New +$238K 0.18% 43

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

Pinney & Scofield's SCHX Position: Q2 2026 in Review

Pinney & Scofield reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, selling an estimated $4.94K and leaving 10,024 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #45.

Pinney & Scofield first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Pinney & Scofield held 10,024 shares of Schwab US Large- Cap ETF worth $295K as of Q2 2026.
  • Pinney & Scofield sold 173 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.94K.
  • Schwab US Large- Cap ETF made up 0.14% of Pinney & Scofield's portfolio in Q2 2026, its #45 holding.
  • Pinney & Scofield first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.