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Barden Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Barden Capital Management’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 		$8.33M Buy
282,948
+1,123
+0.4% +$32.1K 7.68% 2
2026
Q1 		$7.23M Buy
281,825
+640
+0.2% +$17.2K 6.18% 2
2025
Q4 		$7.57M Buy
281,185
+15,078
+6% +$403K 6.21% 2
2025
Q3 		$7.01M Sell
266,107
-8,000
-3% -$203K 5.83% 2
2025
Q2 		$6.7M Sell
274,107
-7,033
-3% -$159K 5.87% 2
2025
Q1 		$6.21M Buy
281,140
+2,900
+1% +$67.5K 5.52% 1
2024
Q4 		$6.45M Buy
278,240
+11,069
+4% +$258K 5.53% 2
2024
Q3 		$6.04M Buy
267,171
+11,391
+4% +$248K 5.31% 2
2024
Q2 		$5.48M Sell
255,780
-2,322
-0.9% -$48K 5.16% 2
2024
Q1 		$5.34M Sell
258,102
-135,495
-34% -$2.67M 5.16% 1
2023
Q4 		$6.64M Hold
393,597
– – 5.41% 1
2023
Q3 		$6.64M Buy
393,597
+95,307
+32% +$1.67M 6.46% 1
2023
Q2 		$5.21M Sell
298,290
-107,826
-27% -$1.78M 5.73% 1
2023
Q1 		$6.55M Buy
406,116
+3,459
+0.9% +$54.4K 6.26% 1
2022
Q4 		$6.06M Buy
402,657
+17,508
+5% +$265K 6.21% 1
2022
Q3 		$5.44M Buy
385,149
+5,730
+2% +$89.9K 6.33% 1
2022
Q2 		$5.65M Buy
379,419
+40,332
+12% +$654K 6.12% 1
2022
Q1 		$6.09M Buy
339,087
+48,045
+17% +$851K 5.97% 1
2021
Q4 		$5.52M Buy
+291,042
New +$5.38M 5.26% 1

Other funds holding SCHX

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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Barden Capital Management's SCHX Position: Q2 2026 in Review

Barden Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.4% in Q2 2026, buying an estimated $32.1K and bringing the position to 282,948 shares worth $8.33M. The position accounts for 7.68% of the portfolio, ranked #2.

Barden Capital Management first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,058 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Barden Capital Management held 282,948 shares of Schwab US Large- Cap ETF worth $8.33M as of Q2 2026.
  • Barden Capital Management bought 1,123 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $32.1K.
  • Schwab US Large- Cap ETF made up 7.68% of Barden Capital Management's portfolio in Q2 2026, its #2 holding.
  • Barden Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.