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Barton Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Barton Investment 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 		$496K Buy
16,844
+44
+0.3% +$1.26K 0.07% 43
2026
Q1 		$431K Hold
16,800
– – 0.05% 45
2025
Q4 		$452K Hold
16,800
– – 0.05% 42
2025
Q3 		$443K Buy
+16,800
New +$427K 0.05% 42

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Barton Investment Management's SCHX Position: Q2 2026 in Review

Barton Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $1.26K and bringing the position to 16,844 shares worth $496K. The position accounts for 0.07% of the portfolio, ranked #43.

Barton Investment Management first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Barton Investment Management held 16,844 shares of Schwab US Large- Cap ETF worth $496K as of Q2 2026.
  • Barton Investment Management bought 44 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.26K.
  • Schwab US Large- Cap ETF made up 0.07% of Barton Investment Management's portfolio in Q2 2026, its #43 holding.
  • Barton Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.