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Pittenger & Anderson Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pittenger & Anderson Inc’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 		$4.56M Buy
154,943
+3,264
+2% +$93.2K 0.16% 117
2026
Q1 		$3.89M Buy
151,679
+6,848
+5% +$184K 0.15% 119
2025
Q4 		$3.9M Buy
144,831
+8,974
+7% +$240K 0.15% 124
2025
Q3 		$3.58M Sell
135,857
-245
-0.2% -$6.22K 0.13% 129
2025
Q2 		$3.33M Buy
136,102
+8,133
+6% +$184K 0.12% 128
2025
Q1 		$2.83M Buy
127,969
+6,945
+6% +$162K 0.1% 132
2024
Q4 		$2.81M Buy
121,024
+5,791
+5% +$135K 0.1% 134
2024
Q3 		$2.61M Buy
115,233
+873
+0.8% +$19K 0.1% 136
2024
Q2 		$2.45M Buy
114,360
+1,974
+2% +$40.8K 0.1% 134
2024
Q1 		$2.32M Sell
112,386
-5,028
-4% -$99K 0.09% 131
2023
Q4 		$2.21M Buy
117,414
+8,919
+8% +$157K 0.1% 132
2023
Q3 		$1.83M Buy
108,495
+26,481
+32% +$465K 0.09% 133
2023
Q2 		$1.43M Sell
82,014
-60
-0.1% -$991 0.07% 133
2023
Q1 		$1.32M Buy
82,074
+11,616
+16% +$183K 0.07% 135
2022
Q4 		$1.06M Buy
70,458
+40,875
+138% +$619K 0.06% 136
2022
Q3 		$418K Buy
29,583
+22,497
+317% +$353K 0.03% 160
2022
Q2 		$105K Hold
7,086
– – 0.01% 234
2022
Q1 		$127K Sell
7,086
-696
-9% -$12.3K 0.01% 238
2021
Q4 		$148K Sell
7,782
-426
-5% -$7.87K 0.01% 228
2021
Q3 		$142K Buy
8,208
+6
+0.1% +$107 0.01% 218
2021
Q2 		$142K Buy
8,202
+1,140
+16% +$19.2K 0.01% 221
2021
Q1 		$113K Buy
7,062
+2,700
+62% +$42.3K 0.01% 227
2020
Q4 		$66K Buy
4,362
+240
+6% +$3.43K ﹤0.01% 244
2020
Q3 		$55K Buy
4,122
+420
+11% +$5.58K ﹤0.01% 245
2020
Q2 		$46K Sell
3,702
-4,920
-57% -$57.3K ﹤0.01% 248
2020
Q1 		$88K Buy
8,622
+5,496
+176% +$66.8K 0.01% 222
2019
Q4 		$40K Buy
+3,126
New +$38.3K ﹤0.01% 278
2016
Q1 		– Sell
-588
Closed -$5K – 409
2015
Q4 		$5K Buy
+588
New +$4.79K ﹤0.01% 384
2015
Q1 		– Sell
-2,250
Closed -$18K – 423
2014
Q4 		$18K Buy
+2,250
New +$18K ﹤0.01% 359

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

Pittenger & Anderson Inc's SCHX Position: Q2 2026 in Review

Pittenger & Anderson Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q2 2026, buying an estimated $93.2K and bringing the position to 154,943 shares worth $4.56M. The position accounts for 0.16% of the portfolio, ranked #117.

Pittenger & Anderson Inc first reported a position in SCHX in Q4 2014 and has held it in 29 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Pittenger & Anderson Inc held 154,943 shares of Schwab US Large- Cap ETF worth $4.56M as of Q2 2026.
  • Pittenger & Anderson Inc bought 3,264 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $93.2K.
  • Schwab US Large- Cap ETF made up 0.16% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #117 holding.
  • Pittenger & Anderson Inc first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 29 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.