Plum Street Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHX
MGIA
HSA
SFG
DE
Plum Street Advisors's SCHX Position: Q2 2026 in Review
Plum Street Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 94% in Q2 2026, buying an estimated $376K and bringing the position to 27,135 shares worth $799K. The position accounts for 0.26% of the portfolio, ranked #59.
Plum Street Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.
- Plum Street Advisors held 27,135 shares of Schwab US Large- Cap ETF worth $799K as of Q2 2026.
- Plum Street Advisors bought 13,177 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $376K.
- Schwab US Large- Cap ETF made up 0.26% of Plum Street Advisors's portfolio in Q2 2026, its #59 holding.
- Plum Street Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
- 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.