Bigelow Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.54M | Sell |
176,916
-15,395
| -8% | -$413K | 1.82% | 13 |
|
|
2025
Q4 | $5.18M | Sell |
192,311
-16,859
| -8% | -$450K | 2.02% | 10 |
|
|
2025
Q3 | $5.51M | Sell |
209,170
-5,975
| -3% | -$152K | 2.22% | 8 |
|
|
2025
Q2 | $5.26M | Sell |
215,145
-1,237
| -0.6% | -$28K | 2.32% | 9 |
|
|
2025
Q1 | $4.78M | Sell |
216,382
-9,517
| -4% | -$222K | 2.27% | 8 |
|
|
2024
Q4 | $5.24M | Sell |
225,899
-30,151
| -12% | -$703K | 2.46% | 8 |
|
|
2024
Q3 | $5.79M | Sell |
256,050
-21,798
| -8% | -$475K | 2.58% | 7 |
|
|
2024
Q2 | $5.95M | Sell |
277,848
-243
| -0.1% | -$5.02K | 2.84% | 5 |
|
|
2024
Q1 | $5.75M | Sell |
278,091
-765
| -0.3% | -$15.1K | 2.83% | 4 |
|
|
2023
Q4 | $5.24M | Sell |
278,856
-9,270
| -3% | -$163K | 2.83% | 5 |
|
|
2023
Q3 | $4.86M | Sell |
288,126
-6,345
| -2% | -$111K | 2.79% | 5 |
|
|
2023
Q2 | $5.14M | Sell |
294,471
-7,944
| -3% | -$131K | 2.81% | 5 |
|
|
2023
Q1 | $4.88M | Sell |
302,415
-10,959
| -3% | -$172K | 2.81% | 5 |
|
|
2022
Q4 | $4.72M | Sell |
313,374
-35,460
| -10% | -$537K | 2.74% | 4 |
|
|
2022
Q3 | $4.92M | Sell |
348,834
-20,964
| -6% | -$329K | 2.94% | 7 |
|
|
2022
Q2 | $5.5M | Sell |
369,798
-16,893
| -4% | -$274K | 3.03% | 7 |
|
|
2022
Q1 | $6.94M | Buy |
386,691
+10,815
| +3% | +$191K | 3.24% | 5 |
|
|
2021
Q4 | $7.13M | Sell |
375,876
-1,470
| -0.4% | -$27.2K | 3.24% | 6 |
|
|
2021
Q3 | $6.54M | Buy |
377,346
+15,300
| +4% | +$273K | 3.22% | 7 |
|
|
2021
Q2 | $6.27M | Hold |
362,046
| – | – | 3.04% | 7 |
|
|
2021
Q1 | $5.79M | Sell |
362,046
-2,400
| -0.7% | -$37.6K | 2.94% | 7 |
|
|
2020
Q4 | $5.52M | Buy |
364,446
+7,578
| +2% | +$108K | 2.93% | 8 |
|
|
2020
Q3 | $4.8M | Sell |
356,868
-22,734
| -6% | -$302K | 2.84% | 8 |
|
|
2020
Q2 | $4.69M | Sell |
379,602
-5,682
| -1% | -$66.2K | 3.04% | 7 |
|
|
2020
Q1 | $3.93M | Buy |
385,284
+52,752
| +16% | +$641K | 2.95% | 7 |
|
|
2019
Q4 | $4.26M | Buy |
332,532
+15,684
| +5% | +$192K | 2.49% | 9 |
|
|
2019
Q3 | $3.75M | Buy |
316,848
+9,786
| +3% | +$115K | 2.38% | 8 |
|
|
2019
Q2 | $3.59M | Sell |
307,062
-13,140
| -4% | -$151K | 2.41% | 7 |
|
|
2019
Q1 | $3.61M | Buy |
320,202
+4,446
| +1% | +$48.2K | 2.5% | 7 |
|
|
2018
Q4 | $3.14M | Buy |
315,756
+2,958
| +0.9% | +$31.7K | 2.35% | 7 |
|
|
2018
Q3 | $3.63M | Buy |
312,798
+27,330
| +10% | +$311K | 2.44% | 8 |
|
|
2018
Q2 | $3.09M | Buy |
285,468
+11,406
| +4% | +$123K | 2.11% | 8 |
|
|
2018
Q1 | $2.88M | Buy |
274,062
+28,206
| +11% | +$307K | 1.96% | 8 |
|
|
2017
Q4 | $2.61M | Buy |
+245,856
| New | +$2.55M | 2.6% | 7 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Bigelow Investment Advisors's SCHX Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 8% in Q1 2026, selling an estimated $413K and leaving 176,916 shares worth $4.54M. The position accounts for 1.82% of the portfolio, ranked #13.
Bigelow Investment Advisors first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.13M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Bigelow Investment Advisors held 176,916 shares of Schwab US Large- Cap ETF worth $4.54M as of Q1 2026.
- Bigelow Investment Advisors sold 15,395 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $413K.
- Schwab US Large- Cap ETF made up 1.82% of Bigelow Investment Advisors's portfolio in Q1 2026, its #13 holding.
- Bigelow Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Schwab US Large- Cap ETF position peaked at $7.13M in Q4 2021.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.