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Berger Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Berger Financial Group’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
Q1 		$60.7M Buy
2,366,564
+28,815
+1% +$773K 3.4% 6
2025
Q4 		$62.9M Sell
2,337,749
-25,654
-1% -$685K 3.64% 5
2025
Q3 		$62.3M Buy
2,363,403
+55,347
+2% +$1.41M 3.72% 5
2025
Q2 		$56.4M Buy
2,308,056
+51,184
+2% +$1.16M 3.64% 5
2025
Q1 		$49.8M Sell
2,256,872
-468,502
-17% -$10.9M 3.46% 5
2024
Q4 		$63.2M Buy
2,725,374
+45,786
+2% +$1.07M 4.36% 2
2024
Q3 		$60.6M Buy
2,679,588
+76,290
+3% +$1.66M 4.37% 3
2024
Q2 		$55.8M Sell
2,603,298
-239,811
-8% -$4.96M 4.44% 4
2024
Q1 		$58.8M Buy
2,843,109
+900,804
+46% +$17.7M 4.84% 1
2023
Q4 		$36.5M Buy
1,942,305
+80,310
+4% +$1.41M 3.78% 4
2023
Q3 		$31.4M Buy
1,861,995
+26,316
+1% +$462K 3.61% 4
2023
Q2 		$32M Buy
1,835,679
+93,273
+5% +$1.54M 3.63% 5
2023
Q1 		$28.1M Sell
1,742,406
-497,247
-22% -$7.83M 3.38% 5
2022
Q4 		$33.7M Buy
2,239,653
+3,996
+0.2% +$60.5K 4.45% 3
2022
Q3 		$31.6M Buy
2,235,657
+121,683
+6% +$1.91M 4.63% 3
2022
Q2 		$31.5M Buy
2,113,974
+46,116
+2% +$747K 4.6% 3
2022
Q1 		$37.1M Buy
2,067,858
+249,696
+14% +$4.42M 4.72% 3
2021
Q4 		$34.5M Buy
1,818,162
+246,192
+16% +$4.55M 4.57% 2
2021
Q3 		$27.3M Buy
1,571,970
+110,982
+8% +$1.98M 4.91% 3
2021
Q2 		$25.3M Buy
1,460,988
+138,030
+10% +$2.33M 4.58% 3
2021
Q1 		$21.2M Buy
1,322,958
+115,488
+10% +$1.81M 4.61% 2
2020
Q4 		$18.3M Buy
+1,207,470
New +$17.3M 3.2% 5

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Berger Financial Group's SCHX Position: Q1 2026 in Review

Berger Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2026, buying an estimated $773K and bringing the position to 2,366,564 shares worth $60.7M. The position accounts for 3.4% of the portfolio, ranked #6.

Berger Financial Group first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $63.2M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Berger Financial Group held 2,366,564 shares of Schwab US Large- Cap ETF worth $60.7M as of Q1 2026.
  • Berger Financial Group bought 28,815 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $773K.
  • Schwab US Large- Cap ETF made up 3.4% of Berger Financial Group's portfolio in Q1 2026, its #6 holding.
  • Berger Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Schwab US Large- Cap ETF position peaked at $63.2M in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.