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Sterling Investment Advisors (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Buy
9,174
+31
+0.3% +$885 0.05% 192
2026
Q1 		$234K Buy
9,143
+110
+1% +$2.95K 0.04% 191
2025
Q4 		$243K Buy
9,033
+91
+1% +$2.43K 0.04% 184
2025
Q3 		$236K Buy
8,942
+45
+0.5% +$1.14K 0.05% 176
2025
Q2 		$217K Buy
+8,897
New +$201K 0.05% 171
2025
Q1 		– Sell
-9,047
Closed -$210K – 180
2024
Q4 		$210K Buy
9,047
+161
+2% +$3.75K 0.05% 154
2024
Q3 		$201K Buy
+8,886
New +$194K 0.05% 147
2022
Q3 		– Sell
-6,462
Closed -$96K – 428
2022
Q2 		$96K Hold
6,462
– – 0.03% 183
2022
Q1 		$116K Buy
6,462
+360
+6% +$6.37K 0.03% 179
2021
Q4 		$116K Hold
6,102
– – 0.03% 182
2021
Q3 		$106K Hold
6,102
– – 0.03% 189
2021
Q2 		$106K Hold
6,102
– – 0.03% 194
2021
Q1 		$98K Hold
6,102
– – 0.03% 191
2020
Q4 		$92K Hold
6,102
– – 0.03% 185
2020
Q3 		$82K Sell
6,102
-1,266
-17% -$16.8K 0.03% 180
2020
Q2 		$90K Buy
7,368
+2,376
+48% +$27.7K 0.04% 173
2020
Q1 		$50K Hold
4,992
– – 0.03% 191
2019
Q4 		$63K Hold
4,992
– – 0.03% 185
2019
Q3 		$59K Hold
4,992
– – 0.03% 194
2019
Q2 		$58K Hold
4,992
– – 0.03% 192
2019
Q1 		$56K Hold
4,992
– – 0.03% 198
2018
Q4 		$49K Buy
4,992
+3,810
+322% +$40.9K 0.03% 196
2018
Q3 		$14K Buy
+1,182
New +$13.4K 0.01% 333

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

Sterling Investment Advisors (Pennsylvania)'s SCHX Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Schwab US Large- Cap ETF (SCHX) stake by 0.34% in Q2 2026, buying an estimated $885 and bringing the position to 9,174 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #192.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHX in Q3 2018 and has held it in 23 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 9,174 shares of Schwab US Large- Cap ETF worth $270K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 31 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $885.
  • Schwab US Large- Cap ETF made up 0.05% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #192 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 23 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.