Burnham & Co LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Burnham & Co LLC’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	$114K	Buy	+3,889	New	+$111K	0.09%	76

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

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 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burnham & Co LLC's SCHX Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 3,889 shares worth $114K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings.

1,451 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Burnham & Co LLC held 3,889 shares of Schwab US Large- Cap ETF worth $114K as of Q2 2026.
Schwab US Large- Cap ETF was a new Burnham & Co LLC position in Q2 2026.
Schwab US Large- Cap ETF made up 0.09% of Burnham & Co LLC's portfolio in Q2 2026, its #76 holding.
1,451 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.