Bernardo Wealth Planning
SCHX icon

Bernardo Wealth Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bernardo Wealth Planning’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 		$1.72M Buy
57,440
+28,747
+100% +$861K 0.15% 65
2026
Q2 		$844K Sell
28,693
-3,723
-11% -$106K 0.14% 66
2026
Q1 		$831K Buy
32,416
+401
+1% +$10.8K 0.16% 60
2025
Q4 		$862K Buy
32,015
+290
+0.9% +$7.74K 0.16% 54
2025
Q3 		$836K Buy
31,725
+64
+0.2% +$1.62K 0.16% 53
2025
Q2 		$774K Buy
+31,661
New +$716K 0.17% 53

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Bernardo Wealth Planning's SCHX Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 100% in Q3 2026, buying an estimated $861K and bringing the position to 57,440 shares worth $1.72M. The position accounts for 0.15% of the portfolio, ranked #65.

Bernardo Wealth Planning first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Bernardo Wealth Planning held 57,440 shares of Schwab US Large- Cap ETF worth $1.72M as of Q3 2026.
  • Bernardo Wealth Planning bought 28,747 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $861K.
  • Schwab US Large- Cap ETF made up 0.15% of Bernardo Wealth Planning's portfolio in Q3 2026, its #65 holding.
  • Bernardo Wealth Planning first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.