Bank of America
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Bank of America’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bank of America’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
Q1 		$258M Buy
10,076,451
+1,054,612
+12% +$28.3M 0.02% 616
2025
Q4 		$243M Sell
9,021,839
-182,255
-2% -$4.87M 0.02% 648
2025
Q3 		$242M Buy
9,204,094
+1,479,921
+19% +$37.6M 0.02% 718
2025
Q2 		$189M Buy
7,724,173
+439,898
+6% +$9.95M 0.01% 813
2025
Q1 		$161M Buy
7,284,275
+786,696
+12% +$18.3M 0.01% 830
2024
Q4 		$151M Buy
6,497,579
+496,214
+8% +$11.6M 0.01% 809
2024
Q3 		$136M Buy
6,001,365
+172,998
+3% +$3.77M 0.01% 914
2024
Q2 		$125M Buy
5,828,367
+346,773
+6% +$7.17M 0.01% 893
2024
Q1 		$113M Buy
5,481,594
+500,607
+10% +$9.86M 0.01% 952
2023
Q4 		$93.6M Buy
4,980,987
+425,220
+9% +$7.47M 0.01% 991
2023
Q3 		$76.8M Buy
4,555,767
+504,663
+12% +$8.85M 0.01% 1023
2023
Q2 		$70.7M Buy
4,051,104
+298,947
+8% +$4.94M 0.01% 1080
2023
Q1 		$60.5M Sell
3,752,157
-168,834
-4% -$2.66M 0.01% 1231
2022
Q4 		$59M Buy
3,920,991
+370,728
+10% +$5.61M 0.01% 1183
2022
Q3 		$50.1M Buy
3,550,263
+143,838
+4% +$2.26M 0.01% 1262
2022
Q2 		$50.7M Buy
3,406,425
+150,630
+5% +$2.44M 0.01% 1260
2022
Q1 		$58.4M Sell
3,255,795
-219,627
-6% -$3.89M 0.01% 1264
2021
Q4 		$65.9M Buy
3,475,422
+211,842
+6% +$3.91M 0.01% 1235
2021
Q3 		$56.6M Buy
3,263,580
+241,440
+8% +$4.31M 0.01% 1276
2021
Q2 		$52.4M Buy
3,022,140
+419,028
+16% +$7.07M 0.01% 1333
2021
Q1 		$41.7M Buy
2,603,112
+766,086
+42% +$12M ﹤0.01% 1427
2020
Q4 		$27.8M Sell
1,837,026
-291,450
-14% -$4.17M ﹤0.01% 1605
2020
Q3 		$28.6M Sell
2,128,476
-133,338
-6% -$1.77M ﹤0.01% 1438
2020
Q2 		$27.9M Buy
2,261,814
+1,130,418
+100% +$13.2M ﹤0.01% 1379
2020
Q1 		$11.5M Buy
1,131,396
+163,080
+17% +$1.98M ﹤0.01% 1945
2019
Q4 		$12.4M Buy
968,316
+56,874
+6% +$697K ﹤0.01% 2346
2019
Q3 		$10.8M Buy
911,442
+202,956
+29% +$2.39M ﹤0.01% 2427
2019
Q2 		$8.29M Buy
708,486
+103,212
+17% +$1.19M ﹤0.01% 2751
2019
Q1 		$6.82M Sell
605,274
-5,080,386
-89% -$55M ﹤0.01% 2848
2018
Q4 		$56.6M Buy
5,685,660
+5,078,670
+837% +$54.5M 0.01% 927
2018
Q3 		$7.04M Buy
606,990
+42,546
+8% +$484K ﹤0.01% 2862
2018
Q2 		$6.11M Buy
564,444
+56,472
+11% +$609K ﹤0.01% 2956
2018
Q1 		$5.34M Sell
507,972
-63,312
-11% -$689K ﹤0.01% 3021
2017
Q4 		$6.07M Buy
571,284
+33,138
+6% +$343K ﹤0.01% 2940
2017
Q3 		$5.38M Buy
538,146
+32,232
+6% +$316K ﹤0.01% 3118
2017
Q2 		$4.87M Buy
505,914
+148,920
+42% +$1.42M ﹤0.01% 3055
2017
Q1 		$3.35M Buy
356,994
+76,176
+27% +$704K ﹤0.01% 3406
2016
Q4 		$2.49M Sell
280,818
-17,664
-6% -$153K ﹤0.01% 3587
2016
Q3 		$2.57M Buy
298,482
+62,886
+27% +$539K ﹤0.01% 3441
2016
Q2 		$1.95M Sell
235,596
-140,028
-37% -$1.15M ﹤0.01% 3638
2016
Q1 		$3.06M Buy
375,624
+284,628
+313% +$2.2M ﹤0.01% 3206
2015
Q4 		$737K Sell
90,996
-95,646
-51% -$780K ﹤0.01% 4571
2015
Q3 		$1.42M Buy
186,642
+81,006
+77% +$655K ﹤0.01% 4063
2015
Q2 		$868K Buy
105,636
+15,588
+17% +$131K ﹤0.01% 4220
2015
Q1 		$744K Sell
90,048
-177,960
-66% -$1.47M ﹤0.01% 4004
2014
Q4 		$2.19M Buy
268,008
+169,620
+172% +$1.36M ﹤0.01% 3291
2014
Q3 		$770K Buy
98,388
+32,604
+50% +$257K ﹤0.01% 4209
2014
Q2 		$514K Buy
65,784
+11,538
+21% +$87.4K ﹤0.01% 4585
2014
Q1 		$404K Buy
54,246
+23,508
+76% +$172K ﹤0.01% 4801
2013
Q4 		$226K Buy
30,738
+6,108
+25% +$43K ﹤0.01% 5479
2013
Q3 		$165K Sell
24,630
-42,606
-63% -$284K ﹤0.01% 5613
2013
Q2 		$428K Buy
+67,236
New +$430K ﹤0.01% 4900

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America's SCHX Position: Q1 2026 in Review

Bank of America increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q1 2026, buying an estimated $28.3M and bringing the position to 10,076,451 shares worth $258M. The position accounts for 0.02% of the portfolio, ranked #616.

Bank of America first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Bank of America held 10,076,451 shares of Schwab US Large- Cap ETF worth $258M as of Q1 2026.
  • Bank of America bought 1,054,612 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $28.3M.
  • Schwab US Large- Cap ETF made up 0.02% of Bank of America's portfolio in Q1 2026, its #616 holding.
  • Bank of America first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.