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BFSG LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

BFSG LLC’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 		$1.48M Buy
50,408
+411
+0.8% +$11.7K 0.13% 151
2026
Q1 		$1.28M Buy
49,997
+968
+2% +$26K 0.12% 150
2025
Q4 		$1.32M Buy
49,029
+374
+0.8% +$9.99K 0.13% 150
2025
Q3 		$1.28M Buy
48,655
+214
+0.4% +$5.43K 0.12% 160
2025
Q2 		$1.18M Buy
48,441
+2,109
+5% +$47.7K 0.13% 149
2025
Q1 		$1.02M Sell
46,332
-25
-0.1% -$582 0.12% 150
2024
Q4 		$1.07M Buy
46,357
+307
+0.7% +$7.16K 0.13% 150
2024
Q3 		$1.04M Sell
46,050
-1,230
-3% -$26.8K 0.12% 153
2024
Q2 		$1.01M Sell
47,280
-474
-1% -$9.79K 0.13% 147
2024
Q1 		$988K Sell
47,754
-501
-1% -$9.86K 0.13% 146
2023
Q4 		$907K Sell
48,255
-825
-2% -$14.5K 0.13% 146
2023
Q3 		$828K Buy
49,080
+1,728
+4% +$30.3K 0.13% 145
2023
Q2 		$827K Sell
47,352
-645
-1% -$10.7K 0.14% 153
2023
Q1 		$774K Buy
47,997
+531
+1% +$8.36K 0.14% 147
2022
Q4 		$714K Sell
47,466
-51
-0.1% -$772 0.14% 140
2022
Q3 		$671K Sell
47,517
-2,538
-5% -$39.8K 0.14% 129
2022
Q2 		$745K Sell
50,055
-87
-0.2% -$1.41K 0.13% 137
2022
Q1 		$900K Buy
50,142
+2,316
+5% +$41K 0.14% 125
2021
Q4 		$907K Buy
47,826
+138
+0.3% +$2.55K 0.13% 152
2021
Q3 		$827K Buy
+47,688
New +$850K 0.13% 155
2021
Q2 		– Sell
-46,380
Closed -$742K – 187
2021
Q1 		$742K Buy
46,380
+762
+2% +$11.9K 0.12% 158
2020
Q4 		$691K Sell
45,618
-1,596
-3% -$22.8K 0.11% 152
2020
Q3 		$634K Sell
47,214
-3,276
-6% -$43.5K 0.12% 139
2020
Q2 		$624K Sell
50,490
-4,860
-9% -$56.6K 0.13% 118
2020
Q1 		$565K Sell
55,350
-1,458
-3% -$17.7K 0.15% 112
2019
Q4 		$727K Buy
56,808
+486
+0.9% +$5.96K 0.14% 126
2019
Q3 		$666K Sell
56,322
-498
-0.9% -$5.87K 0.15% 114
2019
Q2 		$665K Sell
56,820
-1,572
-3% -$18.1K 0.26% 70
2019
Q1 		$658K Buy
58,392
+840
+1% +$9.1K 0.25% 70
2018
Q4 		$573K Buy
57,552
+12,582
+28% +$135K 0.26% 74
2018
Q3 		$521K Sell
44,970
-2,586
-5% -$29.4K 0.22% 86
2018
Q2 		$515K Sell
47,556
-1,026
-2% -$11.1K 0.23% 78
2018
Q1 		$511K Sell
48,582
-1,872
-4% -$20.4K 0.23% 80
2017
Q4 		$536K Sell
50,454
-42
-0.1% -$435 0.23% 79
2017
Q3 		$505K Buy
50,496
+1,158
+2% +$11.4K 0.23% 78
2017
Q2 		$475K Buy
49,338
+1,212
+3% +$11.6K 0.23% 78
2017
Q1 		$451K Buy
+48,126
New +$445K 0.23% 80

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

BFSG LLC's SCHX Position: Q2 2026 in Review

BFSG LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 0.82% in Q2 2026, buying an estimated $11.7K and bringing the position to 50,408 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #151.

BFSG LLC first reported a position in SCHX in Q1 2017 and has held it in 37 quarters since. 369 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • BFSG LLC held 50,408 shares of Schwab US Large- Cap ETF worth $1.48M as of Q2 2026.
  • BFSG LLC bought 411 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $11.7K.
  • Schwab US Large- Cap ETF made up 0.13% of BFSG LLC's portfolio in Q2 2026, its #151 holding.
  • BFSG LLC first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • 369 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.