SCHX (SCHX)

This article details Santori & Peters, Inc.'s investment history in the Schwab U.S. Large-Cap ETF (SCHX). As of June 30, 2026, the firm holds 256,380 shares valued at $7.55 million, representing 2.13% of their portfolio. The investment has yielded an estimated gain of $1.23 million, or 11.69%, from an initial trade in 2018Q2 through a series of purchases and sales.

This article provides a profile of the Schwab US Large Cap ETF (SCHX), focusing on its dividends and returns. It indicates that SCHX does not pay dividends to its holders. The profile also includes placeholders for price performance and NAV total return data, which are currently empty.

This ETF profile for 09SF (Schwab U.S. Large-Cap ETF) provides detailed information on its dividends, returns, and fundamental characteristics. It outlines key stats like AUM, expense ratio, inception date, and the index it tracks, which is the Dow Jones US Total Stock Market Large-Cap. The article also covers the fund's sector and geographic exposure, top holdings, and answers frequently asked questions about its composition and dividends.

This article provides a detailed profile of the Schwab U.S. Large-Cap ETF (SCHX), including its dividends, returns, and key statistics. It outlines the ETF's investment strategy, holdings, expense ratio, and answers frequently asked questions about its composition and dividend payments. Managed by Charles Schwab Corporation, SCHX tracks the Dow Jones US Total Stock Market Large-Cap Index.

This article details Santori & Peters, Inc.'s historical holdings in the Schwab U.S. Large-Cap ETF (SCHX). As of March 31, 2026, they held 256,581 shares valued at $6.58 million, representing 2.05% of their portfolio. The firm embarked on its initial trade in Q2 2018, making 20 purchases and 12 sales, and currently has an estimated gain of $981,795.55 on its SCHX holdings.