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Santori & Peters Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Santori & Peters Inc’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 		$7.55M Sell
256,380
-201
-0.1% -$5.74K 2.13% 7
2026
Q1 		$6.58M Buy
256,581
+31,909
+14% +$856K 2.05% 7
2025
Q4 		$6.05M Sell
224,672
-2,413
-1% -$64.4K 2.06% 8
2025
Q3 		$5.98M Sell
227,085
-8,248
-4% -$209K 2.14% 8
2025
Q2 		$5.75M Buy
235,333
+59
+0% +$1.33K 2.08% 7
2025
Q1 		$5.19M Sell
235,274
-1,128
-0.5% -$26.3K 2.09% 7
2024
Q4 		$5.48M Sell
236,402
-2,566
-1% -$59.8K 2.1% 7
2024
Q3 		$5.4M Sell
238,968
-26,979
-10% -$588K 2.14% 7
2024
Q2 		$5.7M Sell
265,947
-5,520
-2% -$114K 2.43% 7
2024
Q1 		$5.62M Sell
271,467
-5,928
-2% -$117K 2.43% 7
2023
Q4 		$5.22M Sell
277,395
-14,556
-5% -$256K 2.48% 7
2023
Q3 		$4.92M Sell
291,951
-5,583
-2% -$97.9K 2.65% 7
2023
Q2 		$5.19M Sell
297,534
-13,038
-4% -$215K 2.6% 7
2023
Q1 		$5.01M Sell
310,572
-12,132
-4% -$191K 2.69% 8
2022
Q4 		$4.86M Buy
322,704
+2,157
+0.7% +$32.6K 2.85% 8
2022
Q3 		$4.53M Buy
320,547
+258
+0.1% +$4.05K 3.04% 8
2022
Q2 		$4.77M Buy
320,289
+37,611
+13% +$609K 3.08% 8
2022
Q1 		$5.07M Sell
282,678
-5,310
-2% -$94K 2.87% 7
2021
Q4 		$5.46M Buy
287,988
+6,198
+2% +$114K 2.88% 7
2021
Q3 		$4.88M Sell
281,790
-7,506
-3% -$134K 2.78% 7
2021
Q2 		$5.01M Buy
289,296
+1,362
+0.5% +$23K 2.83% 7
2021
Q1 		$4.61M Buy
287,934
+16,542
+6% +$259K 2.75% 7
2020
Q4 		$4.2M Buy
271,392
+17,058
+7% +$244K 2.36% 7
2020
Q3 		$3.42M Buy
254,334
+10,974
+5% +$146K 2.26% 7
2020
Q2 		$3M Buy
243,360
+33,234
+16% +$387K 2.31% 7
2020
Q1 		$2.15M Buy
210,126
+39,096
+23% +$475K 1.86% 8
2019
Q4 		$2.19M Buy
171,030
+8,580
+5% +$105K 1.44% 8
2019
Q3 		$1.92M Buy
162,450
+23,370
+17% +$275K 1.39% 9
2019
Q2 		$1.63M Buy
139,080
+10,746
+8% +$123K 1.19% 11
2019
Q1 		$1.45M Sell
128,334
-234,042
-65% -$2.54M 1.21% 13
2018
Q4 		$3.6M Buy
362,376
+28,320
+8% +$304K 3.21% 5
2018
Q3 		$3.87M Buy
334,056
+37,140
+13% +$422K 3% 5
2018
Q2 		$3.22M Buy
296,916
+7,068
+2% +$76.2K 2.83% 4
2018
Q1 		$3.05M Buy
289,848
+15,198
+6% +$165K 2.78% 4
2017
Q4 		$2.86M Buy
+274,650
New +$2.84M 2.58% 3

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

Santori & Peters Inc's SCHX Position: Q2 2026 in Review

Santori & Peters Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q2 2026, selling an estimated $5.74K and leaving 256,380 shares worth $7.55M. The position accounts for 2.13% of the portfolio, ranked #7.

Santori & Peters Inc first reported a position in SCHX in Q4 2017 and has held it in 35 quarters since. 792 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Santori & Peters Inc held 256,380 shares of Schwab US Large- Cap ETF worth $7.55M as of Q2 2026.
  • Santori & Peters Inc sold 201 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.74K.
  • Schwab US Large- Cap ETF made up 2.13% of Santori & Peters Inc's portfolio in Q2 2026, its #7 holding.
  • Santori & Peters Inc first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • 792 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.