Bedel Financial Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $811K | Sell |
27,545
-1,590
| -5% | -$45.4K | 0.08% | 132 |
|
|
2026
Q1 | $747K | Sell |
29,135
-200
| -0.7% | -$5.37K | 0.08% | 132 |
|
|
2025
Q4 | $789K | Sell |
29,335
-729
| -2% | -$19.5K | 0.08% | 125 |
|
|
2025
Q3 | $792K | Buy |
30,064
+294
| +1% | +$7.47K | 0.1% | 115 |
|
|
2025
Q2 | $728K | Hold |
29,770
| – | – | 0.1% | 115 |
|
|
2025
Q1 | $658K | Sell |
29,770
-452
| -1% | -$10.5K | 0.09% | 119 |
|
|
2024
Q4 | $724K | Buy |
30,222
+717
| +2% | +$16.7K | 0.1% | 113 |
|
|
2024
Q3 | $667K | Sell |
29,505
-150
| -0.5% | -$3.27K | 0.09% | 116 |
|
|
2024
Q2 | $635K | Sell |
29,655
-2,274
| -7% | -$47K | 0.09% | 117 |
|
|
2024
Q1 | $661K | Buy |
31,929
+90
| +0.3% | +$1.77K | 0.1% | 108 |
|
|
2023
Q4 | $599K | Sell |
31,839
-1,077
| -3% | -$18.9K | 0.11% | 113 |
|
|
2023
Q3 | $555K | Sell |
32,916
-1,173
| -3% | -$20.6K | 0.11% | 112 |
|
|
2023
Q2 | $595K | Buy |
34,089
+5,310
| +18% | +$87.7K | 0.12% | 103 |
|
|
2023
Q1 | $464K | Sell |
28,779
-522
| -2% | -$8.21K | 0.11% | 120 |
|
|
2022
Q4 | $441K | Sell |
29,301
-744
| -2% | -$11.3K | 0.11% | 122 |
|
|
2022
Q3 | $450K | Buy |
30,045
+1,941
| +7% | +$30.5K | 0.12% | 117 |
|
|
2022
Q2 | $418K | Hold |
28,104
| – | – | 0.12% | 118 |
|
|
2022
Q1 | $504K | Buy |
28,104
+864
| +3% | +$15.3K | 0.16% | 94 |
|
|
2021
Q4 | $517K | Sell |
27,240
-270
| -1% | -$4.99K | 0.16% | 93 |
|
|
2021
Q3 | $477K | Sell |
27,510
-246
| -0.9% | -$4.39K | 0.16% | 92 |
|
|
2021
Q2 | $481K | Sell |
27,756
-2,958
| -10% | -$49.9K | 0.17% | 92 |
|
|
2021
Q1 | $492K | Hold |
30,714
| – | – | 0.19% | 86 |
|
|
2020
Q4 | $466K | Sell |
30,714
-3,450
| -10% | -$49.4K | 0.21% | 76 |
|
|
2020
Q3 | $459K | Hold |
34,164
| – | – | 0.23% | 64 |
|
|
2020
Q2 | $422K | Buy |
34,164
+246
| +0.7% | +$2.87K | 0.23% | 64 |
|
|
2020
Q1 | $346K | Hold |
33,918
| – | – | 0.23% | 73 |
|
|
2019
Q4 | $434K | Hold |
33,918
| – | – | 0.25% | 74 |
|
|
2019
Q3 | $401K | Hold |
33,918
| – | – | 0.24% | 80 |
|
|
2019
Q2 | $397K | Hold |
33,918
| – | – | 0.24% | 80 |
|
|
2019
Q1 | $382K | Sell |
33,918
-2,136
| -6% | -$23.1K | 0.24% | 78 |
|
|
2018
Q4 | $359K | Sell |
36,054
-390
| -1% | -$4.19K | 0.26% | 78 |
|
|
2018
Q3 | $407K | Buy |
36,444
+5,214
| +17% | +$59.3K | 0.27% | 77 |
|
|
2018
Q2 | $338K | Buy |
31,230
+2,676
| +9% | +$28.9K | 0.25% | 85 |
|
|
2018
Q1 | $300K | Hold |
28,554
| – | – | 0.23% | 92 |
|
|
2017
Q4 | $304K | Buy |
+28,554
| New | +$296K | 0.27% | 88 |
|
Other funds holding SCHX
MGIA
HSA
SFG
DE
Bedel Financial Consulting's SCHX Position: Q2 2026 in Review
Bedel Financial Consulting reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.5% in Q2 2026, selling an estimated $45.4K and leaving 27,545 shares worth $811K. The position accounts for 0.08% of the portfolio, ranked #132.
Bedel Financial Consulting first reported a position in SCHX in Q4 2017 and has held it in 35 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.
- Bedel Financial Consulting held 27,545 shares of Schwab US Large- Cap ETF worth $811K as of Q2 2026.
- Bedel Financial Consulting sold 1,590 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $45.4K.
- Schwab US Large- Cap ETF made up 0.08% of Bedel Financial Consulting's portfolio in Q2 2026, its #132 holding.
- Bedel Financial Consulting first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.