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

Prostatis 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 		$249K Buy
8,444
+331
+4% +$9.45K 0.06% 159
2026
Q1 		$208K Hold
8,113
– – 0.05% 162
2025
Q4 		$218K Hold
8,113
– – 0.05% 159
2025
Q3 		$214K Buy
+8,113
New +$206K 0.05% 161
2024
Q4 		– Sell
-9,582
Closed -$217K – 158
2024
Q3 		$217K Buy
+9,582
New +$209K 0.07% 127

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

Prostatis Group's SCHX Position: Q2 2026 in Review

Prostatis Group increased its Schwab US Large- Cap ETF (SCHX) stake by 4.1% in Q2 2026, buying an estimated $9.45K and bringing the position to 8,444 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #159.

Prostatis Group first reported a position in SCHX in Q3 2024 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Prostatis Group held 8,444 shares of Schwab US Large- Cap ETF worth $249K as of Q2 2026.
  • Prostatis Group bought 331 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.45K.
  • Schwab US Large- Cap ETF made up 0.06% of Prostatis Group's portfolio in Q2 2026, its #159 holding.
  • Prostatis Group first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.