Powers Advisory Group
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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
Q3 		$37.2M Buy
1,239,489
+41,392
+3% +$1.24M 11.27% 1
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

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Powers Advisory Group's SCHX Position: Q3 2026 in Review

Powers Advisory Group increased its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q3 2026, buying an estimated $1.24M and bringing the position to 1,239,489 shares worth $37.2M. The position accounts for 11.27% of the portfolio, ranked #1.

Powers Advisory Group first reported a position in SCHX in Q4 2021 and has held it in 20 quarters since. 458 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Powers Advisory Group held 1,239,489 shares of Schwab US Large- Cap ETF worth $37.2M as of Q3 2026.
  • Powers Advisory Group bought 41,392 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $1.24M.
  • Schwab US Large- Cap ETF made up 11.27% of Powers Advisory Group's portfolio in Q3 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 20 quarters since.
  • 458 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.