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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
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

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BIP Wealth's SCHX Position: Q1 2026 in Review

BIP Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 35% in Q1 2026, buying an estimated $144K and bringing the position to 20,524 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #286.

BIP Wealth first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • BIP Wealth held 20,524 shares of Schwab US Large- Cap ETF worth $526K as of Q1 2026.
  • BIP Wealth bought 5,352 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $144K.
  • Schwab US Large- Cap ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #286 holding.
  • BIP Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.