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Berman McAleer’s Schwab US Large- Cap ETF SCHX Stock Holding History

Berman McAleer’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 		$382K Hold
12,978
– – 0.04% 120
2026
Q1 		$333K Buy
12,978
+966
+8% +$25.9K 0.05% 118
2025
Q4 		$323K Hold
12,012
– – 0.04% 124
2025
Q3 		$316K Buy
+12,012
New +$305K 0.04% 123

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

Berman McAleer's SCHX Position: Q2 2026 in Review

Berman McAleer held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 12,978 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #120.

Berman McAleer first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Berman McAleer held 12,978 shares of Schwab US Large- Cap ETF worth $382K as of Q2 2026.
  • Berman McAleer left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.04% of Berman McAleer's portfolio in Q2 2026, its #120 holding.
  • Berman McAleer first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.