BIP Wealth
SCHX icon

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

BIP 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 		$9.6M Buy
319,837
+16,692
+6% +$500K 0.26% 76
2026
Q2 		$8.92M Buy
303,145
+282,621
+1,377% +$8.07M 0.25% 74
2026
Q1 		$526K Buy
20,524
+5,352
+35% +$144K 0.02% 286
2025
Q4 		$408K Buy
15,172
+2,258
+17% +$60.3K 0.01% 324
2025
Q3 		$340K Buy
12,914
+41
+0.3% +$1.04K 0.02% 219
2025
Q2 		$315K Sell
12,873
-2,187
-15% -$49.4K 0.02% 201
2025
Q1 		$333K Hold
15,060
– – 0.02% 194
2024
Q4 		$349K Buy
+15,060
New +$351K 0.02% 192

Other funds holding SCHX

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

BIP Wealth's SCHX Position: Q3 2026 in Review

BIP Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 5.5% in Q3 2026, buying an estimated $500K and bringing the position to 319,837 shares worth $9.6M. The position accounts for 0.26% of the portfolio, ranked #76.

BIP Wealth first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 631 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • BIP Wealth held 319,837 shares of Schwab US Large- Cap ETF worth $9.6M as of Q3 2026.
  • BIP Wealth bought 16,692 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $500K.
  • Schwab US Large- Cap ETF made up 0.26% of BIP Wealth's portfolio in Q3 2026, its #76 holding.
  • BIP Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 631 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.