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

Beaird Harris 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	$826K	Buy	28,057 +64	+0.2%	+$1.83K	0.05%	77
2026 Q1	$718K	Buy	27,993 +71	+0.3%	+$1.91K	0.05%	79
2025 Q4	$751K	Buy	27,922 +1,214	+5%	+$32.4K	0.05%	78
2025 Q3	$703K	Buy	26,708 +68	+0.3%	+$1.73K	0.05%	82
2025 Q2	$651K	Sell	26,640 -88	-0.3%	-$1.99K	0.05%	80
2025 Q1	$590K	Buy	26,728 +74	+0.3%	+$1.72K	0.05%	75
2024 Q4	$618K	Buy	26,654 +80	+0.3%	+$1.86K	0.05%	76
2024 Q3	$601K	Buy	26,574 +150	+0.6%	+$3.27K	0.05%	79
2024 Q2	$566K	Hold	26,424	–	–	0.05%	72
2024 Q1	$547K	Sell	26,424 -2,004	-7%	-$39.5K	0.05%	71
2023 Q4	$534K	Sell	28,428 -327	-1%	-$5.74K	0.06%	63
2023 Q3	$485K	Buy	28,755 +96	+0.3%	+$1.68K	0.06%	60
2023 Q2	$500K	Sell	28,659 -18,561	-39%	-$306K	0.06%	59
2023 Q1	$761K	Buy	47,220 +32,442	+220%	+$511K	0.14%	42
2022 Q4	$222K	Buy	14,778 +11,862	+407%	+$180K	0.04%	83
2022 Q3	$41K	Hold	2,916	–	–	0.01%	174
2022 Q2	$43K	Hold	2,916	–	–	0.01%	146
2022 Q1	$52K	Hold	2,916	–	–	0.02%	187
2021 Q4	$55K	Buy	+2,916	New	+$53.9K	0.02%	224

Other funds holding SCHX

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Beaird Harris Wealth Management's SCHX Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q2 2026, buying an estimated $1.83K and bringing the position to 28,057 shares worth $826K. The position accounts for 0.05% of the portfolio, ranked #77.

Beaird Harris Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Beaird Harris Wealth Management held 28,057 shares of Schwab US Large- Cap ETF worth $826K as of Q2 2026.
Beaird Harris Wealth Management bought 64 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.83K.
Schwab US Large- Cap ETF made up 0.05% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #77 holding.
Beaird Harris Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.