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Powers Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Powers Advisory Group’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 		$35.3M Sell
1,198,097
-5,700
-0.5% -$163K 11.05% 1
2026
Q1 		$30.9M Buy
1,203,797
+4,725
+0.4% +$127K 10.88% 1
2025
Q4 		$32.3M Buy
1,199,072
+2,244
+0.2% +$59.9K 12.15% 1
2025
Q3 		$31.5M Sell
1,196,828
-11,119
-0.9% -$282K 12.56% 1
2025
Q2 		$29.5M Buy
1,207,947
+10,106
+0.8% +$228K 12.98% 1
2025
Q1 		$26.4M Buy
1,197,841
+1,445
+0.1% +$33.6K 12.6% 1
2024
Q4 		$27.7M Sell
1,196,396
-12,643
-1% -$295K 13.88% 1
2024
Q3 		$27.3M Buy
1,209,039
+2,574
+0.2% +$56.1K 13.64% 1
2024
Q2 		$25.8M Buy
1,206,465
+6,339
+0.5% +$131K 14.09% 1
2024
Q1 		$24.8M Sell
1,200,126
-9,261
-0.8% -$182K 14.19% 1
2023
Q4 		$22.7M Buy
1,209,387
+9,168
+0.8% +$161K 14.03% 1
2023
Q3 		$20.2M Buy
1,200,219
+28,692
+2% +$503K 13.75% 1
2023
Q2 		$20.5M Sell
1,171,527
-4,674
-0.4% -$77.2K 13.56% 1
2023
Q1 		$19M Buy
1,176,201
+25,575
+2% +$402K 13.26% 1
2022
Q4 		$17.3M Buy
1,150,626
+11,226
+1% +$170K 12.76% 1
2022
Q3 		$16.1M Buy
1,139,400
+39,423
+4% +$619K 12.83% 1
2022
Q2 		$16.4M Buy
1,099,977
+19,275
+2% +$312K 12.6% 1
2022
Q1 		$19.4M Buy
1,080,702
+55,422
+5% +$981K 13.5% 1
2021
Q4 		$19.4M Buy
+1,025,280
New +$18.9M 13.71% 1

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

Powers Advisory Group's SCHX Position: Q2 2026 in Review

Powers Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.47% in Q2 2026, selling an estimated $163K and leaving 1,198,097 shares worth $35.3M. The position accounts for 11.05% of the portfolio, ranked #1.

Powers Advisory Group first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Powers Advisory Group held 1,198,097 shares of Schwab US Large- Cap ETF worth $35.3M as of Q2 2026.
  • Powers Advisory Group sold 5,700 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $163K.
  • Schwab US Large- Cap ETF made up 11.05% of Powers Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Powers Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.