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Bawa N Mallick Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bawa N Mallick Trust’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 		$3.12M Hold
105,900
– – 1.01% 21
2026
Q1 		$2.72M Hold
105,900
– – 1.11% 19
2025
Q4 		$2.85M Hold
105,900
– – 1.06% 19
2025
Q3 		$2.79M Hold
105,900
– – 1.06% 19
2025
Q2 		$2.59M Hold
105,900
– – 1.07% 19
2025
Q1 		$2.34M Hold
105,900
– – 1.11% 18
2024
Q4 		$2.45M Buy
+105,900
New +$2.47M 1.08% 18

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

Bawa N Mallick Trust's SCHX Position: Q2 2026 in Review

Bawa N Mallick Trust held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 105,900 shares worth $3.12M. The position accounts for 1.01% of the portfolio, ranked #21.

Bawa N Mallick Trust first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bawa N Mallick Trust held 105,900 shares of Schwab US Large- Cap ETF worth $3.12M as of Q2 2026.
  • Bawa N Mallick Trust left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 1.01% of Bawa N Mallick Trust's portfolio in Q2 2026, its #21 holding.
  • Bawa N Mallick Trust first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.