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BCS Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

BCS Wealth 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 		$20M Buy
679,092
+658
+0.1% +$18.8K 3.6% 2
2026
Q1 		$17.4M Sell
678,434
-666,366
-50% -$17.9M 3.55% 2
2025
Q4 		$36.2M Buy
1,344,800
+671,264
+100% +$17.9M 3.65% 2
2025
Q3 		$17.7M Sell
673,536
-125,494
-16% -$3.19M 4% 2
2025
Q2 		$19.5M Buy
799,030
+127,347
+19% +$2.88M 4.2% 2
2025
Q1 		$14.8M Sell
671,683
-74,398
-10% -$1.73M 3.81% 2
2024
Q4 		$17.3M Buy
+746,081
New +$17.4M 4.3% 2
2024
Q2 		– Sell
-766,014
Closed -$15.8M – 215
2024
Q1 		$15.8M Sell
766,014
-10,056
-1% -$198K 5.08% 2
2023
Q4 		$14.6M Sell
776,070
-23,457
-3% -$412K 5.37% 1
2023
Q3 		$13.5M Buy
+799,527
New +$14M 5.61% 1
2023
Q2 		– Sell
-907,683
Closed -$14.6M – 161
2023
Q1 		$14.6M Buy
907,683
+136,227
+18% +$2.14M 6.61% 1
2022
Q4 		$11.6M Buy
771,456
+9,195
+1% +$139K 4.86% 2
2022
Q3 		$10.8M Buy
762,261
+5,727
+0.8% +$89.9K 5.06% 2
2022
Q2 		$11.3M Sell
756,534
-15,783
-2% -$256K 5% 3
2022
Q1 		$13.9M Sell
772,317
-93,309
-11% -$1.65M 5.74% 2
2021
Q4 		$16.4M Buy
865,626
+84,228
+11% +$1.56M 5.89% 2
2021
Q3 		$13.5M Buy
781,398
+6,114
+0.8% +$109K 5.75% 2
2021
Q2 		$13.4M Buy
775,284
+1,962
+0.3% +$33.1K 7.14% 1
2021
Q1 		$12.4M Sell
773,322
-6,486
-0.8% -$102K 5.87% 2
2020
Q4 		$11.8M Buy
779,808
+27,738
+4% +$397K 6.14% 2
2020
Q3 		$10.1M Sell
752,070
-23,100
-3% -$307K 5.71% 3
2020
Q2 		$9.57M Buy
775,170
+47,994
+7% +$559K 5.73% 3
2020
Q1 		$7.42M Buy
727,176
+187,824
+35% +$2.28M 5.2% 5
2019
Q4 		$6.91M Buy
+539,352
New +$6.61M 4.6% 5

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

BCS Wealth Management's SCHX Position: Q2 2026 in Review

BCS Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.1% in Q2 2026, buying an estimated $18.8K and bringing the position to 679,092 shares worth $20M. The position accounts for 3.6% of the portfolio, ranked #2.

BCS Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 24 quarters since. The position peaked at $36.2M in Q4 2025. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • BCS Wealth Management held 679,092 shares of Schwab US Large- Cap ETF worth $20M as of Q2 2026.
  • BCS Wealth Management bought 658 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18.8K.
  • Schwab US Large- Cap ETF made up 3.6% of BCS Wealth Management's portfolio in Q2 2026, its #2 holding.
  • BCS Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab US Large- Cap ETF position peaked at $36.2M in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.