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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PTM Wealth Management's SCHX Position: Q1 2026 in Review

PTM Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, buying an estimated $966 and bringing the position to 12,513 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #43.

PTM Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $339K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

PTM Wealth Management held 12,513 shares of Schwab US Large- Cap ETF worth $325K as of Q1 2026.
PTM Wealth Management bought 36 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $966.
Schwab US Large- Cap ETF made up 0.17% of PTM Wealth Management's portfolio in Q1 2026, its #43 holding.
PTM Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
PTM Wealth Management's Schwab US Large- Cap ETF position peaked at $339K in Q4 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.