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

PTM 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
Q3 		$386K Buy
12,580
+34
+0.3% +$1.02K 0.16% 39
2026
Q2 		$365K Buy
12,546
+33
+0.3% +$942 0.16% 40
2026
Q1 		$325K Buy
12,513
+36
+0.3% +$966 0.17% 43
2025
Q4 		$339K Buy
12,477
+37
+0.3% +$988 0.19% 40
2025
Q3 		$331K Sell
12,440
-104
-0.8% -$2.64K 0.2% 37
2025
Q2 		$311K Buy
12,544
+175
+1% +$3.96K 0.21% 36
2025
Q1 		$242K Buy
+12,369
New +$288K 0.26% 34

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

PTM Wealth Management's SCHX Position: Q3 2026 in Review

PTM Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q3 2026, buying an estimated $1.02K and bringing the position to 12,580 shares worth $386K. The position accounts for 0.16% of the portfolio, ranked #39.

PTM Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 7 quarters since. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • PTM Wealth Management held 12,580 shares of Schwab US Large- Cap ETF worth $386K as of Q3 2026.
  • PTM Wealth Management bought 34 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $1.02K.
  • Schwab US Large- Cap ETF made up 0.16% of PTM Wealth Management's portfolio in Q3 2026, its #39 holding.
  • PTM Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.