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Bleakley Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bleakley Financial Group’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 		$55.6M Sell
1,890,085
-21,094
-1% -$602K 0.71% 33
2026
Q1 		$49M Buy
1,911,179
+20,100
+1% +$539K 0.77% 32
2025
Q4 		$50.9M Buy
1,891,079
+94,847
+5% +$2.53M 0.88% 29
2025
Q3 		$47.3M Buy
1,796,232
+160,126
+10% +$4.07M 1.1% 19
2025
Q2 		$40M Buy
1,636,106
+1,238,098
+311% +$28M 1.02% 22
2025
Q1 		$8.79M Buy
398,008
+271,312
+214% +$6.32M 0.28% 67
2024
Q4 		$2.94M Buy
126,696
+2,064
+2% +$48.1K 0.09% 190
2024
Q3 		$2.82M Sell
124,632
-3,675
-3% -$80.1K 0.09% 195
2024
Q2 		$2.75M Buy
128,307
+7,473
+6% +$154K 0.08% 233
2024
Q1 		$2.5M Sell
120,834
-1,059
-0.9% -$20.8K 0.07% 252
2023
Q4 		$2.29M Sell
121,893
-3,123
-2% -$54.8K 0.07% 255
2023
Q3 		$2.11M Sell
125,016
-8,145
-6% -$143K 0.07% 246
2023
Q2 		$2.32M Buy
133,161
+156
+0.1% +$2.58K 0.07% 234
2023
Q1 		$2.14M Buy
133,005
+19,680
+17% +$310K 0.07% 239
2022
Q4 		$1.71M Buy
+113,325
New +$1.72M 0.06% 284

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Bleakley Financial Group's SCHX Position: Q2 2026 in Review

Bleakley Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, selling an estimated $602K and leaving 1,890,085 shares worth $55.6M. The position accounts for 0.71% of the portfolio, ranked #33.

Bleakley Financial Group first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bleakley Financial Group held 1,890,085 shares of Schwab US Large- Cap ETF worth $55.6M as of Q2 2026.
  • Bleakley Financial Group sold 21,094 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $602K.
  • Schwab US Large- Cap ETF made up 0.71% of Bleakley Financial Group's portfolio in Q2 2026, its #33 holding.
  • Bleakley Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.