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

Birchbrook’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	$1.73M	Sell	58,663 -7,897	-12%	-$226K	0.81%	25
2026 Q1	$1.71M	Sell	66,560 -175,072	-72%	-$4.7M	0.84%	28
2025 Q4	$6.5M	Sell	241,632 -3,185	-1%	-$85.1K	3.24%	8
2025 Q3	$6.45M	Buy	244,817 +7,422	+3%	+$188K	3.34%	8
2025 Q2	$5.8M	Sell	237,395 -15,754	-6%	-$356K	3.11%	8
2025 Q1	$5.59M	Buy	253,149 +9,228	+4%	+$215K	3.14%	7
2024 Q4	$5.65M	Sell	243,921 -6,012	-2%	-$140K	3.21%	6
2024 Q3	$5.65M	Buy	249,933 +771	+0.3%	+$16.8K	3.13%	7
2024 Q2	$5.34M	Sell	249,162 -2,445	-1%	-$50.5K	3.2%	7
2024 Q1	$5.2M	Sell	251,607 -44,727	-15%	-$881K	3.1%	7
2023 Q4	$5.57M	Buy	+296,334	New	+$5.2M	3.67%	5

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Birchbrook's SCHX Position: Q2 2026 in Review

Birchbrook reduced its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, selling an estimated $226K and leaving 58,663 shares worth $1.73M. The position accounts for 0.81% of the portfolio, ranked #25.

Birchbrook first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.5M in Q4 2025. 537 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Birchbrook held 58,663 shares of Schwab US Large- Cap ETF worth $1.73M as of Q2 2026.
Birchbrook sold 7,897 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $226K.
Schwab US Large- Cap ETF made up 0.81% of Birchbrook's portfolio in Q2 2026, its #25 holding.
Birchbrook first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Schwab US Large- Cap ETF position peaked at $6.5M in Q4 2025.
537 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.