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Badgley Phelps Wealth Managers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.68M Sell
57,076
-736
-1% -$21K 0.03% 172
2026
Q1 		$1.48M Sell
57,812
-248
-0.4% -$6.65K 0.03% 182
2025
Q4 		$1.56M Sell
58,060
-760
-1% -$20.3K 0.03% 173
2025
Q3 		$1.55M Sell
58,820
-465
-0.8% -$11.8K 0.03% 160
2025
Q2 		$1.45M Sell
59,285
-376
-0.6% -$8.5K 0.03% 162
2025
Q1 		$1.32M Buy
59,661
+146
+0.2% +$3.4K 0.03% 165
2024
Q4 		$1.38M Sell
59,515
-7,157
-11% -$167K 0.03% 162
2024
Q3 		$1.51M Sell
66,672
-3,954
-6% -$86.2K 0.04% 156
2024
Q2 		$1.52M Sell
70,626
-1,050
-1% -$21.7K 0.04% 150
2024
Q1 		$1.48M Sell
71,676
-7,650
-10% -$151K 0.04% 149
2023
Q4 		$1.49M Buy
79,326
+744
+0.9% +$13.1K 0.04% 145
2023
Q3 		$1.33M Buy
78,582
+14,118
+22% +$248K 0.05% 141
2023
Q2 		$1.13M Sell
64,464
-2,937
-4% -$48.5K 0.04% 143
2023
Q1 		$1.09M Buy
67,401
+4,851
+8% +$76.3K 0.04% 129
2022
Q4 		$941K Sell
62,550
-1,800
-3% -$27.2K 0.04% 132
2022
Q3 		$908K Sell
64,350
-4,233
-6% -$66.4K 0.04% 125
2022
Q2 		$1.02M Buy
68,583
+12,642
+23% +$205K 0.04% 125
2022
Q1 		$1M Sell
55,941
-1,047
-2% -$18.5K 0.03% 132
2021
Q4 		$1.08M Buy
56,988
+72
+0.1% +$1.33K 0.04% 132
2021
Q3 		$987K Buy
+56,916
New +$1.02M 0.04% 134

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

Badgley Phelps Wealth Managers's SCHX Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q2 2026, selling an estimated $21K and leaving 57,076 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #172.

Badgley Phelps Wealth Managers first reported a position in SCHX in Q3 2021 and has held it in 20 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Badgley Phelps Wealth Managers held 57,076 shares of Schwab US Large- Cap ETF worth $1.68M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 736 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $21K.
  • Schwab US Large- Cap ETF made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #172 holding.
  • Badgley Phelps Wealth Managers first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.