Private Wealth Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Private Wealth Management 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	$26.1K	Hold	886	–	–	0.01%	321
2026 Q1	$22.7K	Hold	886	–	–	0.01%	305
2025 Q4	$23.8K	Sell	886 -536	-38%	-$14.3K	0.01%	287
2025 Q3	$37.5K	Hold	1,422	–	–	0.01%	222
2025 Q2	$34.8K	Hold	1,422	–	–	0.01%	213
2025 Q1	$31.4K	Hold	1,422	–	–	0.01%	222
2024 Q4	$33K	Buy	+1,422	New	+$33.1K	0.01%	218
2024 Q3	–	Sell	-15	Closed	-$322	–	1542
2024 Q2	$322	Buy	+15	New	+$310	﹤0.01%	1477

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

Private Wealth Management Group's SCHX Position: Q2 2026 in Review

Private Wealth Management Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 886 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #321.

Private Wealth Management Group first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $37.5K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Private Wealth Management Group held 886 shares of Schwab US Large- Cap ETF worth $26.1K as of Q2 2026.
Private Wealth Management Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #321 holding.
Private Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Private Wealth Management Group's Schwab US Large- Cap ETF position peaked at $37.5K in Q3 2025.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.