Bingham Private Wealth
SCHX icon

Bingham Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bingham Private Wealth’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 		$335K Buy
11,157
+1,529
+16% +$45.8K 0.23% 121
2026
Q2 		$283K Buy
9,628
+29
+0.3% +$828 0.2% 136
2026
Q1 		$246K Buy
+9,599
New +$257K 0.2% 139

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Bingham Private Wealth's SCHX Position: Q3 2026 in Review

Bingham Private Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q3 2026, buying an estimated $45.8K and bringing the position to 11,157 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #121.

Bingham Private Wealth first reported a position in SCHX in Q1 2026 and has held it in 3 quarters since. 1,076 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Bingham Private Wealth held 11,157 shares of Schwab US Large- Cap ETF worth $335K as of Q3 2026.
  • Bingham Private Wealth bought 1,529 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $45.8K.
  • Schwab US Large- Cap ETF made up 0.23% of Bingham Private Wealth's portfolio in Q3 2026, its #121 holding.
  • Bingham Private Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Bingham Private Wealth's 13F filing for Q3 2026, filed 5 Nov 2026.