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Bernard Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bernard Wealth Management’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 		$39M Buy
1,323,557
+20,160
+2% +$576K 14.36% 2
2026
Q1 		$33.4M Sell
1,303,397
-46,237
-3% -$1.24M 14.26% 2
2025
Q4 		$36.3M Buy
1,349,634
+8,928
+0.7% +$238K 14.74% 2
2025
Q3 		$35.3M Buy
1,340,706
+43,529
+3% +$1.11M 14.75% 2
2025
Q2 		$31.7M Sell
1,297,177
-37,355
-3% -$845K 14.69% 2
2025
Q1 		$29.5M Buy
1,334,532
+45,759
+4% +$1.07M 14.39% 1
2024
Q4 		$29.9M Buy
+1,288,773
New +$30M 14.06% 2

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

Bernard Wealth Management's SCHX Position: Q2 2026 in Review

Bernard Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, buying an estimated $576K and bringing the position to 1,323,557 shares worth $39M. The position accounts for 14.36% of the portfolio, ranked #2.

Bernard Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bernard Wealth Management held 1,323,557 shares of Schwab US Large- Cap ETF worth $39M as of Q2 2026.
  • Bernard Wealth Management bought 20,160 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $576K.
  • Schwab US Large- Cap ETF made up 14.36% of Bernard Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Bernard Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.