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

Berkeley Inc’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
Q3 		$4.42M Sell
147,455
-6,961
-5% -$209K 1.36% 27
2026
Q2 		$4.54M Sell
154,416
-357
-0.2% -$10.2K 1.43% 25
2026
Q1 		$3.97M Sell
154,773
-7,452
-5% -$200K 1.33% 28
2025
Q4 		$4.37M Sell
162,225
-37,794
-19% -$1.01M 1.39% 28
2025
Q3 		$5.27M Sell
200,019
-4,182
-2% -$106K 1.69% 26
2025
Q2 		$4.99M Sell
204,201
-5,681
-3% -$128K 1.79% 23
2025
Q1 		$4.63M Sell
209,882
-33,250
-14% -$774K 2.17% 16
2024
Q4 		$5.64M Sell
243,132
-189,210
-44% -$4.41M 2.92% 12
2024
Q3 		$9.8M Buy
432,342
+214,722
+99% +$4.68M 2.85% 12
2024
Q2 		$4.66M Sell
217,620
-8,334
-4% -$172K 2.9% 12
2024
Q1 		$4.67M Sell
225,954
-6,270
-3% -$123K 2.83% 12
2023
Q4 		$4.37M Sell
232,224
-3,636
-2% -$63.9K 2.75% 13
2023
Q3 		$3.98M Buy
235,860
+8,151
+4% +$143K 2.72% 12
2023
Q2 		$3.98M Buy
227,709
+4,026
+2% +$66.5K 2.68% 11
2023
Q1 		$3.61M Buy
223,683
+4,461
+2% +$70.2K 2.62% 12
2022
Q4 		$3.3M Buy
219,222
+537
+0.2% +$8.13K 2.49% 12
2022
Q3 		$3.09M Sell
218,685
-255
-0.1% -$4K 2.6% 11
2022
Q2 		$3.26M Sell
218,940
-80,664
-27% -$1.31M 2.61% 11
2022
Q1 		$5.38M Buy
299,604
+18,594
+7% +$329K 3.76% 6
2021
Q4 		$5.33M Buy
281,010
+342
+0.1% +$6.32K 3.55% 7
2021
Q3 		$4.87M Buy
280,668
+930
+0.3% +$16.6K 3.58% 9
2021
Q2 		$4.85M Sell
279,738
-3,444
-1% -$58.1K 3.47% 9
2021
Q1 		$4.53M Buy
283,182
+3,312
+1% +$51.9K 3.37% 9
2020
Q4 		$4.24M Buy
+279,870
New +$4M 3.43% 9

Other funds holding SCHX

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Berkeley Inc's SCHX Position: Q3 2026 in Review

Berkeley Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.5% in Q3 2026, selling an estimated $209K and leaving 147,455 shares worth $4.42M. The position accounts for 1.36% of the portfolio, ranked #27.

Berkeley Inc first reported a position in SCHX in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.8M in Q3 2024. 481 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Berkeley Inc held 147,455 shares of Schwab US Large- Cap ETF worth $4.42M as of Q3 2026.
  • Berkeley Inc sold 6,961 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $209K.
  • Schwab US Large- Cap ETF made up 1.36% of Berkeley Inc's portfolio in Q3 2026, its #27 holding.
  • Berkeley Inc first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Berkeley Inc's Schwab US Large- Cap ETF position peaked at $9.8M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Berkeley Inc's 13F filing for Q3 2026, filed 20 Oct 2026.