POM Investment Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

POM Investment Strategies’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	$23.8K	Hold	810	–	–	0.03%	126
2026 Q1	$20.8K	Hold	810	–	–	0.03%	160
2025 Q4	$21.8K	Hold	810	–	–	0.01%	112
2025 Q3	$21.3K	Hold	810	–	–	0.01%	83
2025 Q2	$19.8K	Hold	810	–	–	0.01%	66
2025 Q1	$17.9K	Hold	810	–	–	0.02%	81
2024 Q4	$18.8K	Hold	810	–	–	0.01%	122
2024 Q3	$18.3K	Hold	810	–	–	0.01%	108
2024 Q2	$17.3K	Hold	810	–	–	0.01%	140
2024 Q1	$16.8K	Hold	810	–	–	0.01%	99
2023 Q4	$15.2K	Buy	+810	New	+$14.2K	0.01%	96

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

POM Investment Strategies's SCHX Position: Q2 2026 in Review

POM Investment Strategies held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 810 shares worth $23.8K. The position accounts for 0.03% of the portfolio, ranked #126.

POM Investment Strategies 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.

POM Investment Strategies held 810 shares of Schwab US Large- Cap ETF worth $23.8K as of Q2 2026.
POM Investment Strategies left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.03% of POM Investment Strategies's portfolio in Q2 2026, its #126 holding.
POM Investment Strategies 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 POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.