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Bell Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bell Investment Advisors’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 		$25.5M Sell
866,847
-34,558
-4% -$987K 3.75% 8
2026
Q1 		$23.1M Buy
901,405
+13,797
+2% +$370K 3.62% 7
2025
Q4 		$23.9M Sell
887,608
-14,002
-2% -$374K 3.78% 7
2025
Q3 		$23.7M Sell
901,610
-26,108
-3% -$663K 3.88% 8
2025
Q2 		$22.7M Sell
927,718
-71,632
-7% -$1.62M 3.9% 8
2025
Q1 		$22.1M Buy
999,350
+19,800
+2% +$461K 4.08% 7
2024
Q4 		$22.7M Sell
979,550
-4,906
-0.5% -$114K 4.24% 6
2024
Q3 		$22.3M Buy
984,456
+70,302
+8% +$1.53M 4.08% 7
2024
Q2 		$19.6M Buy
914,154
+22,764
+3% +$470K 3.84% 8
2024
Q1 		$18.4M Buy
891,390
+33,348
+4% +$656K 3.6% 9
2023
Q4 		$16.1M Buy
858,042
+33,522
+4% +$589K 3.31% 9
2023
Q3 		$13.9M Buy
824,520
+14,472
+2% +$254K 3.12% 10
2023
Q2 		$14.1M Buy
810,048
+21,552
+3% +$356K 3.14% 10
2023
Q1 		$12.7M Buy
788,496
+3,507
+0.4% +$55.2K 2.97% 11
2022
Q4 		$11.8M Buy
784,989
+24,861
+3% +$376K 2.94% 11
2022
Q3 		$10.7M Buy
760,128
+78,633
+12% +$1.23M 3.33% 10
2022
Q2 		$10.1M Buy
+681,495
New +$11M 3.11% 11
2021
Q4 		$13.9M Sell
730,986
-18,420
-2% -$340K 3.8% 9
2021
Q3 		$13M Buy
+749,406
New +$13.4M 3.85% 7

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

Bell Investment Advisors's SCHX Position: Q2 2026 in Review

Bell Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2026, selling an estimated $987K and leaving 866,847 shares worth $25.5M. The position accounts for 3.75% of the portfolio, ranked #8.

Bell Investment Advisors first reported a position in SCHX in Q3 2021 and has held it in 19 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bell Investment Advisors held 866,847 shares of Schwab US Large- Cap ETF worth $25.5M as of Q2 2026.
  • Bell Investment Advisors sold 34,558 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $987K.
  • Schwab US Large- Cap ETF made up 3.75% of Bell Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Bell Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.