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 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%	+$7.75K	0.16%	54
2025 Q3	$836K	Buy	31,725 +64	+0.2%	+$1.63K	0.16%	53
2025 Q2	$774K	Buy	+31,661	New	+$716K	0.17%	53

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Bernardo Wealth Planning's SCHX Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, selling an estimated $106K and leaving 28,693 shares worth $844K. The position accounts for 0.14% of the portfolio, ranked #66.

Bernardo Wealth Planning first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $862K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Bernardo Wealth Planning held 28,693 shares of Schwab US Large- Cap ETF worth $844K as of Q2 2026.
Bernardo Wealth Planning sold 3,723 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $106K.
Schwab US Large- Cap ETF made up 0.14% of Bernardo Wealth Planning's portfolio in Q2 2026, its #66 holding.
Bernardo Wealth Planning first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
Bernardo Wealth Planning's Schwab US Large- Cap ETF position peaked at $862K in Q4 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.