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 Q3	$1.59M	Sell	53,158 -5,505	-9%	-$165K	0.76%	27
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

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Birchbrook's SCHX Position: Q3 2026 in Review

Birchbrook reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q3 2026, selling an estimated $165K and leaving 53,158 shares worth $1.59M. The position accounts for 0.76% of the portfolio, ranked #27.

Birchbrook first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.5M in Q4 2025. 802 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Birchbrook held 53,158 shares of Schwab US Large- Cap ETF worth $1.59M as of Q3 2026.
Birchbrook sold 5,505 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $165K.
Schwab US Large- Cap ETF made up 0.76% of Birchbrook's portfolio in Q3 2026, its #27 holding.
Birchbrook first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Schwab US Large- Cap ETF position peaked at $6.5M in Q4 2025.
802 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.