Vanguard Personalized Indexing Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vanguard Personalized Indexing 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 Q2	$5.79M	Sell	196,797 -3,906	-2%	-$112K	0.05%	323
2026 Q1	$5.15M	Sell	200,703 -17,793	-8%	-$477K	0.05%	307
2025 Q4	$5.88M	Hold	218,496	–	–	0.06%	267
2025 Q3	$5.76M	Sell	218,496 -1,468	-0.7%	-$37.3K	0.06%	277
2025 Q2	$5.38M	Sell	219,964 -4,358	-2%	-$98.5K	0.06%	274
2025 Q1	$4.95M	Buy	224,322 +28,788	+15%	+$670K	0.07%	242
2024 Q4	$4.53M	Buy	195,534 +1,275	+0.7%	+$29.7K	0.07%	243
2024 Q3	$4.39M	Buy	194,259 +2,337	+1%	+$50.9K	0.07%	250
2024 Q2	$4.11M	Buy	191,922 +1,536	+0.8%	+$31.7K	0.08%	218
2024 Q1	$3.94M	Sell	190,386 -405	-0.2%	-$7.97K	0.08%	212
2023 Q4	$3.59M	Buy	190,791 +3,231	+2%	+$56.7K	0.09%	201
2023 Q3	$3.16M	Hold	187,560	–	–	0.09%	201
2023 Q2	$3.27M	Hold	187,560	–	–	0.1%	191
2023 Q1	$3.02M	Buy	187,560 +121,686	+185%	+$1.91M	0.11%	188
2022 Q4	$991K	Sell	65,874 -4,362	-6%	-$66K	0.04%	503
2022 Q3	$991K	Buy	70,236 +13,698	+24%	+$215K	0.04%	484
2022 Q2	$842K	Sell	56,538 -570	-1%	-$9.24K	0.04%	553
2022 Q1	$1.02M	Hold	57,108	–	–	0.05%	433
2021 Q4	$1.08M	Hold	57,108	–	–	0.06%	351
2021 Q3	$990K	Hold	57,108	–	–	0.09%	226
2021 Q2	$990K	Hold	57,108	–	–	0.1%	209
2021 Q1	$914K	Hold	57,108	–	–	0.14%	165
2020 Q4	$866K	Hold	57,108	–	–	0.19%	116
2020 Q3	$767K	Hold	57,108	–	–	0.22%	103
2020 Q2	$705K	Buy	+57,108	New	+$666K	0.32%	70

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Vanguard Personalized Indexing Management's SCHX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, selling an estimated $112K and leaving 196,797 shares worth $5.79M. The position accounts for 0.05% of the portfolio, ranked #323.

Vanguard Personalized Indexing Management first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.88M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Vanguard Personalized Indexing Management held 196,797 shares of Schwab US Large- Cap ETF worth $5.79M as of Q2 2026.
Vanguard Personalized Indexing Management sold 3,906 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $112K.
Schwab US Large- Cap ETF made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #323 holding.
Vanguard Personalized Indexing Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
Vanguard Personalized Indexing Management's Schwab US Large- Cap ETF position peaked at $5.88M in Q4 2025.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.