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Baltimore-Washington Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Baltimore-Washington Financial Advisors’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 		$433K Sell
14,717
-1,125
-7% -$32.1K 0.02% 143
2026
Q1 		$406K Buy
15,842
+124
+0.8% +$3.33K 0.02% 133
2025
Q4 		$423K Buy
15,718
+533
+4% +$14.2K 0.02% 131
2025
Q3 		$400K Buy
15,185
+1
+0% +$25 0.02% 127
2025
Q2 		$371K Sell
15,184
-213
-1% -$4.82K 0.02% 126
2025
Q1 		$340K Sell
15,397
-2,907
-16% -$67.7K 0.02% 117
2024
Q4 		$424K Buy
18,304
+2,764
+18% +$64.4K 0.02% 109
2024
Q3 		$351K Sell
15,540
-1,206
-7% -$26.3K 0.02% 114
2024
Q2 		$359K Buy
16,746
+1,536
+10% +$31.7K 0.02% 112
2024
Q1 		$315K Hold
15,210
– – 0.02% 108
2023
Q4 		$286K Hold
15,210
– – 0.02% 123
2023
Q3 		$257K Hold
15,210
– – 0.02% 128
2023
Q2 		$266K Sell
15,210
-16,950
-53% -$280K 0.02% 123
2023
Q1 		$519K Hold
32,160
– – 0.05% 108
2022
Q4 		$484K Hold
32,160
– – 0.05% 107
2022
Q3 		$4.54M Hold
32,160
– – 0.38% 66
2022
Q2 		$478K Buy
32,160
+30,174
+1,519% +$489K 0.05% 94
2022
Q1 		$10.7M Buy
+1,986
New +$35.2K 1.05% 38

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

Baltimore-Washington Financial Advisors's SCHX Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.1% in Q2 2026, selling an estimated $32.1K and leaving 14,717 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #143.

Baltimore-Washington Financial Advisors first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.7M in Q1 2022. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 14,717 shares of Schwab US Large- Cap ETF worth $433K as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 1,125 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $32.1K.
  • Schwab US Large- Cap ETF made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Baltimore-Washington Financial Advisors's Schwab US Large- Cap ETF position peaked at $10.7M in Q1 2022.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.