AllianceBernstein
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AllianceBernstein’s Schwab US Large- Cap ETF SCHX Stock Holding History

AllianceBernstein’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 		$968K Buy
37,742
+6,118
+19% +$175K ﹤0.01% 2403
2026
Q1 		$851K Sell
31,624
-826
-3% -$22.2K ﹤0.01% 2402
2025
Q4 		$873K Buy
+32,450
New +$867K ﹤0.01% 2400
2014
Q3 		– Sell
-30,000
Closed -$234K – 3463
2014
Q2 		$234K Buy
+30,000
New +$227K ﹤0.01% 2769

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

AllianceBernstein's SCHX Position: Q2 2026 in Review

AllianceBernstein increased its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q2 2026, buying an estimated $175K and bringing the position to 37,742 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

AllianceBernstein first reported a position in SCHX in Q2 2014 and has held it in 4 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • AllianceBernstein held 37,742 shares of Schwab US Large- Cap ETF worth $968K as of Q2 2026.
  • AllianceBernstein bought 6,118 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $175K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #2403 holding.
  • AllianceBernstein first reported a position in Schwab US Large- Cap ETF in Q2 2014 and has held it in 4 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.