PCA
SCHX icon

Purkiss Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Purkiss Capital Advisors’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 		$270K Hold
9,179
– – 0.1% 153
2026
Q1 		$235K Sell
9,179
-232
-2% -$6.22K 0.1% 146
2025
Q4 		$253K Buy
9,411
+1
+0% +$27 0.12% 143
2025
Q3 		$248K Hold
9,410
– – 0.12% 139
2025
Q2 		$230K Buy
+9,410
New +$213K 0.13% 130

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Purkiss Capital Advisors's SCHX Position: Q2 2026 in Review

Purkiss Capital Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,179 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #153.

Purkiss Capital Advisors first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 781 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Purkiss Capital Advisors held 9,179 shares of Schwab US Large- Cap ETF worth $270K as of Q2 2026.
  • Purkiss Capital Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.1% of Purkiss Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • Purkiss Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 781 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.