Princeton Global Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Princeton Global Asset Management’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	$38.9K	Buy	1,322 +3	+0.2%	+$86	0.01%	395
2026 Q1	$33.8K	Buy	1,319 +4	+0.3%	+$107	0.01%	406
2025 Q4	$35.4K	Buy	1,315 +4	+0.3%	+$107	0.01%	393
2025 Q3	$34.5K	Buy	1,311 +4	+0.3%	+$102	0.01%	371
2025 Q2	$31.9K	Buy	1,307 +4	+0.3%	+$90	0.01%	373
2025 Q1	$28.8K	Buy	1,303 +4	+0.3%	+$93	0.01%	359
2024 Q4	$30.1K	Buy	1,299 +3	+0.2%	+$70	0.01%	379
2024 Q3	$29.3K	Sell	1,296 -150	-10%	-$3.27K	0.01%	380
2024 Q2	$31K	Buy	1,446 +159	+12%	+$3.29K	0.01%	343
2024 Q1	$26.6K	Buy	1,287 +3	+0.2%	+$59	0.01%	333
2023 Q4	$24.1K	Buy	1,284 +6	+0.5%	+$105	0.01%	337
2023 Q3	$21.6K	Buy	1,278 +3	+0.2%	+$53	0.01%	330
2023 Q2	$22.2K	Buy	1,275 +6	+0.5%	+$99	0.01%	329
2023 Q1	$20.5K	Sell	1,269 -990	-44%	-$15.6K	0.01%	346
2022 Q4	$34K	Buy	2,259 +999	+79%	+$15.1K	0.01%	271
2022 Q3	$18K	Buy	1,260 +6	+0.5%	+$94	0.01%	334
2022 Q2	$19K	Buy	1,254 +6	+0.5%	+$97	0.01%	337
2022 Q1	$22K	Hold	1,248	–	–	0.01%	354
2021 Q4	$24K	Buy	1,248 +6	+0.5%	+$111	0.01%	319
2021 Q3	$22K	Buy	1,242 +6	+0.5%	+$107	0.01%	331
2021 Q2	$21K	Hold	1,236	–	–	0.01%	347
2021 Q1	$20K	Buy	1,236 +6	+0.5%	+$94	0.01%	328
2020 Q4	$19K	Buy	1,230 +6	+0.5%	+$86	0.01%	337
2020 Q3	$16K	Buy	1,224 +6	+0.5%	+$80	0.01%	320
2020 Q2	$15K	Buy	1,218 +6	+0.5%	+$70	﹤0.01%	386
2020 Q1	$12K	Sell	1,212 -876	-42%	-$10.6K	0.01%	378
2019 Q4	$27	Buy	2,088 +6	+0.3%	+$74	0.01%	297
2019 Q3	$25K	Buy	2,082 +6	+0.3%	+$71	0.01%	252
2019 Q2	$24K	Hold	2,076	–	–	0.01%	276
2019 Q1	$23K	Hold	2,076	–	–	0.02%	248
2018 Q4	$21K	Buy	+2,076	New	+$22.3K	0.02%	186

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Princeton Global Asset Management's SCHX Position: Q2 2026 in Review

Princeton Global Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q2 2026, buying an estimated $86 and bringing the position to 1,322 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #395.

Princeton Global Asset Management first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. 460 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Princeton Global Asset Management held 1,322 shares of Schwab US Large- Cap ETF worth $38.9K as of Q2 2026.
Princeton Global Asset Management bought 3 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $86.
Schwab US Large- Cap ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #395 holding.
Princeton Global Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
460 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.