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

Provident Wealth 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 		$31.4M Sell
1,065,680
-13,318
-1% -$380K 8.07% 5
2026
Q1 		$27.7M Sell
1,078,998
-1,581
-0.1% -$42.4K 8.37% 5
2025
Q4 		$29.1M Buy
1,080,579
+10,572
+1% +$282K 8.61% 5
2025
Q3 		$28.2M Sell
1,070,007
-1,100
-0.1% -$27.9K 8.52% 5
2025
Q2 		$26.2M Sell
1,071,107
-10,850
-1% -$245K 8.56% 5
2025
Q1 		$23.9M Buy
1,081,957
+18,101
+2% +$421K 8.23% 5
2024
Q4 		$24.7M Buy
1,063,856
+62,780
+6% +$1.46M 8.23% 5
2024
Q3 		$22.6M Buy
1,001,076
+41,445
+4% +$903K 7.72% 5
2024
Q2 		$20.6M Buy
959,631
+13,101
+1% +$271K 7.52% 5
2024
Q1 		$19.6M Sell
946,530
-18,456
-2% -$363K 7.33% 6
2023
Q4 		$18.1M Buy
964,986
+4,956
+0.5% +$87K 7.95% 5
2023
Q3 		$16.2M Buy
960,030
+5,622
+0.6% +$98.6K 7.87% 5
2023
Q2 		$16.7M Sell
954,408
-28,356
-3% -$468K 8.2% 5
2023
Q1 		$15.8M Sell
982,764
-13,902
-1% -$219K 8.11% 5
2022
Q4 		$15M Sell
996,666
-52,293
-5% -$792K 8.8% 3
2022
Q3 		$14.8M Buy
1,048,959
+73,269
+8% +$1.15M 8.96% 4
2022
Q2 		$14.5M Buy
975,690
+45,093
+5% +$731K 9.22% 3
2022
Q1 		$16.7M Buy
930,597
+97,377
+12% +$1.72M 10.14% 1
2021
Q4 		$15.8M Buy
833,220
+71,208
+9% +$1.32M 10.38% 1
2021
Q3 		$13.2M Buy
762,012
+66,516
+10% +$1.19M 10.02% 1
2021
Q2 		$12.1M Buy
695,496
+35,106
+5% +$592K 10.13% 1
2021
Q1 		$10.6M Sell
660,390
-142,764
-18% -$2.24M 11.7% 1
2020
Q4 		$12.2M Buy
803,154
+97,248
+14% +$1.39M 14.14% 1
2020
Q3 		$9.49M Sell
705,906
-39,558
-5% -$526K 11% 1
2020
Q2 		$9.21M Buy
745,464
+13,848
+2% +$161K 10.14% 2
2020
Q1 		$7.47M Sell
731,616
-9,504
-1% -$115K 9.12% 2
2019
Q4 		$9.49M Buy
+741,120
New +$9.08M 8.46% 4

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

Provident Wealth Management's SCHX Position: Q2 2026 in Review

Provident Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q2 2026, selling an estimated $380K and leaving 1,065,680 shares worth $31.4M. The position accounts for 8.07% of the portfolio, ranked #5.

Provident Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Provident Wealth Management held 1,065,680 shares of Schwab US Large- Cap ETF worth $31.4M as of Q2 2026.
  • Provident Wealth Management sold 13,318 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $380K.
  • Schwab US Large- Cap ETF made up 8.07% of Provident Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Provident Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.