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Bellevue Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bellevue Asset 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 		$525K Buy
17,826
+7
+0% +$200 0.24% 50
2026
Q1 		$457K Buy
17,819
+7
+0% +$188 0.23% 51
2025
Q4 		$479K Buy
17,812
+8
+0% +$214 0.16% 50
2025
Q3 		$469K Buy
17,804
+14
+0.1% +$356 0.22% 49
2025
Q2 		$435K Buy
17,790
+4
+0% +$90 0.21% 48
2025
Q1 		$393K Hold
17,786
– – 0.21% 46
2024
Q4 		$412K Buy
17,786
+1,280
+8% +$29.8K 0.21% 46
2024
Q3 		$373K Buy
16,506
+6
+0% +$131 0.19% 46
2024
Q2 		$353K Hold
16,500
– – 0.2% 46
2024
Q1 		$341K Hold
16,500
– – 0.19% 48
2023
Q4 		$310K Hold
16,500
– – 0.27% 52
2023
Q3 		$278K Hold
16,500
– – 0.19% 45
2023
Q2 		$288K Hold
16,500
– – 0.18% 47
2023
Q1 		$266K Hold
16,500
– – 0.18% 47
2022
Q4 		$246K Hold
16,500
– – 0.19% 48
2022
Q3 		$237K Hold
16,500
– – 0.18% 55
2022
Q2 		$247K Hold
16,500
– – 0.18% 55
2022
Q1 		$300K Hold
16,500
– – 0.18% 51
2021
Q4 		$313K Hold
16,500
– – 0.18% 56
2021
Q3 		$289K Hold
16,500
– – 0.18% 57
2021
Q2 		$286K Sell
16,500
-600
-4% -$10.1K 0.17% 58
2021
Q1 		$275K Sell
17,100
-120
-0.7% -$1.88K 0.17% 62
2020
Q4 		$269K Sell
17,220
-12
-0.1% -$172 0.16% 59
2020
Q3 		$232K Sell
17,232
-6
-0% -$80 0.16% 63
2020
Q2 		$213K Hold
17,238
– – 0.22% 66
2020
Q1 		$196K Buy
17,238
+2,100
+14% +$25.5K 0.2% 73
2019
Q4 		$194K Buy
+15,138
New +$186K 0.15% 70

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

Bellevue Asset Management's SCHX Position: Q2 2026 in Review

Bellevue Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q2 2026, buying an estimated $200 and bringing the position to 17,826 shares worth $525K. The position accounts for 0.24% of the portfolio, ranked #50.

Bellevue Asset Management first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bellevue Asset Management held 17,826 shares of Schwab US Large- Cap ETF worth $525K as of Q2 2026.
  • Bellevue Asset Management bought 7 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $200.
  • Schwab US Large- Cap ETF made up 0.24% of Bellevue Asset Management's portfolio in Q2 2026, its #50 holding.
  • Bellevue Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.