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Stonebridge Financial Group (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stonebridge Financial Group (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 		$375K Buy
12,753
+5
+0% +$143 0.03% 205
2026
Q1 		$327K Buy
12,748
+4
+0% +$107 0.03% 207
2025
Q4 		$343K Buy
12,744
+5
+0% +$134 0.03% 197
2025
Q3 		$336K Buy
12,739
+5
+0% +$127 0.03% 194
2025
Q2 		$311K Buy
12,734
+5,580
+78% +$126K 0.03% 190
2025
Q1 		$158K Buy
7,154
+80
+1% +$1.86K 0.02% 242
2024
Q4 		$164K Buy
+7,074
New +$165K 0.02% 241

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SCHX Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q2 2026, buying an estimated $143 and bringing the position to 12,753 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #205.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,431 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 12,753 shares of Schwab US Large- Cap ETF worth $375K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 5 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $143.
  • Schwab US Large- Cap ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #205 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.