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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
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 		$9.78M 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

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 Inc's SCHX Position: Q1 2026 in Review

Berkeley Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.6% in Q1 2026, selling an estimated $200K and leaving 154,773 shares worth $3.97M. The position accounts for 1.33% of the portfolio, ranked #28.

Berkeley Inc first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.78M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Berkeley Inc held 154,773 shares of Schwab US Large- Cap ETF worth $3.97M as of Q1 2026.
  • Berkeley Inc sold 7,452 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $200K.
  • Schwab US Large- Cap ETF made up 1.33% of Berkeley Inc's portfolio in Q1 2026, its #28 holding.
  • Berkeley Inc first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Berkeley Inc's Schwab US Large- Cap ETF position peaked at $9.78M in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.