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Berkeley Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Berkeley Capital Partners’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 		$228K Sell
8,901
-418
-4% -$11.2K 0.05% 164
2025
Q4 		$251K Sell
9,319
-300
-3% -$8.01K 0.06% 168
2025
Q3 		$253K Buy
+9,619
New +$244K 0.06% 161

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

Berkeley Capital Partners's SCHX Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.5% in Q1 2026, selling an estimated $11.2K and leaving 8,901 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #164.

Berkeley Capital Partners first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Berkeley Capital Partners held 8,901 shares of Schwab US Large- Cap ETF worth $228K as of Q1 2026.
  • Berkeley Capital Partners sold 418 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $11.2K.
  • Schwab US Large- Cap ETF made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #164 holding.
  • Berkeley Capital Partners first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Berkeley Capital Partners's Schwab US Large- Cap ETF position peaked at $253K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.