Blue Bell Private Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.9M | Sell |
815,812
-1,998
| -0.2% | -$53.6K | 3.01% | 3 |
|
|
2025
Q4 | $22M | Sell |
817,810
-6,368
| -0.8% | -$170K | 3.23% | 3 |
|
|
2025
Q3 | $21.7M | Sell |
824,178
-9,817
| -1% | -$249K | 3.3% | 3 |
|
|
2025
Q2 | $20.4M | Sell |
833,995
-3,113
| -0.4% | -$70.4K | 3.41% | 3 |
|
|
2025
Q1 | $18.5M | Buy |
837,108
+745
| +0.1% | +$17.3K | 3.5% | 3 |
|
|
2024
Q4 | $19.4M | Sell |
836,363
-4,273
| -0.5% | -$99.6K | 3.69% | 3 |
|
|
2024
Q3 | $19M | Sell |
840,636
-3,450
| -0.4% | -$75.2K | 3.63% | 4 |
|
|
2024
Q2 | $18.1M | Sell |
844,086
-10,743
| -1% | -$222K | 3.73% | 4 |
|
|
2024
Q1 | $17.7M | Sell |
854,829
-49,266
| -5% | -$970K | 3.79% | 4 |
|
|
2023
Q4 | $17M | Sell |
904,095
-73,623
| -8% | -$1.29M | 4.06% | 4 |
|
|
2023
Q3 | $16.5M | Sell |
977,718
-12,312
| -1% | -$216K | 4.44% | 4 |
|
|
2023
Q2 | $17.3M | Sell |
990,030
-19,350
| -2% | -$319K | 4.57% | 4 |
|
|
2023
Q1 | $16.3M | Sell |
1,009,380
-42,906
| -4% | -$675K | 4.88% | 4 |
|
|
2022
Q4 | $15.8M | Sell |
1,052,286
-57,987
| -5% | -$878K | 5.19% | 4 |
|
|
2022
Q3 | $15.7M | Sell |
1,110,273
-24,180
| -2% | -$379K | 5.6% | 4 |
|
|
2022
Q2 | $16.9M | Sell |
1,134,453
-117,117
| -9% | -$1.9M | 5.67% | 4 |
|
|
2022
Q1 | $22.5M | Sell |
1,251,570
-177,690
| -12% | -$3.15M | 6.37% | 3 |
|
|
2021
Q4 | $27.1M | Sell |
1,429,260
-70,302
| -5% | -$1.3M | 7.07% | 3 |
|
|
2021
Q3 | $26M | Sell |
1,499,562
-21,846
| -1% | -$390K | 7.61% | 3 |
|
|
2021
Q2 | $26.4M | Buy |
1,521,408
+69,342
| +5% | +$1.17M | 7.69% | 3 |
|
|
2021
Q1 | $23.2M | Buy |
1,452,066
+36,156
| +3% | +$566K | 7.08% | 3 |
|
|
2020
Q4 | $21.5M | Sell |
1,415,910
-68,748
| -5% | -$984K | 7.4% | 3 |
|
|
2020
Q3 | $20M | Sell |
1,484,658
-47,496
| -3% | -$631K | 8.17% | 4 |
|
|
2020
Q2 | $18.9M | Sell |
1,532,154
-71,406
| -4% | -$832K | 8.79% | 3 |
|
|
2020
Q1 | $16.4M | Sell |
1,603,560
-141,522
| -8% | -$1.72M | 9.1% | 3 |
|
|
2019
Q4 | $22.3M | Buy |
1,745,082
+65,622
| +4% | +$804K | 9% | 3 |
|
|
2019
Q3 | $19.9M | Buy |
1,679,460
+11,718
| +0.7% | +$138K | 9.13% | 3 |
|
|
2019
Q2 | $19.5M | Buy |
1,667,742
+2,874
| +0.2% | +$33K | 9% | 3 |
|
|
2019
Q1 | $18.8M | Buy |
1,664,868
+27,516
| +2% | +$298K | 8.77% | 3 |
|
|
2018
Q4 | $16.3M | Sell |
1,637,352
-32,358
| -2% | -$347K | 8.58% | 3 |
|
|
2018
Q3 | $19.4M | Buy |
1,669,710
+23,154
| +1% | +$263K | 8.29% | 4 |
|
|
2018
Q2 | $17.8M | Buy |
1,646,556
+29,436
| +2% | +$317K | 8.1% | 4 |
|
|
2018
Q1 | $17M | Buy |
1,617,120
+302,988
| +23% | +$3.3M | 7.46% | 4 |
|
|
2017
Q4 | $14M | Buy |
1,314,132
+102,180
| +8% | +$1.06M | 6.27% | 5 |
|
|
2017
Q3 | $12.1M | Buy |
1,211,952
+181,380
| +18% | +$1.78M | 5.79% | 5 |
|
|
2017
Q2 | $9.92M | Buy |
1,030,572
+284,682
| +38% | +$2.72M | 4.91% | 5 |
|
|
2017
Q1 | $7M | Buy |
745,890
+302,472
| +68% | +$2.8M | 3.82% | 6 |
|
|
2016
Q4 | $3.94M | Buy |
443,418
+60,744
| +16% | +$528K | 2.4% | 9 |
|
|
2016
Q3 | $3.29M | Buy |
382,674
+28,020
| +8% | +$240K | 1.92% | 10 |
|
|
2016
Q2 | $2.94M | Buy |
354,654
+7,020
| +2% | +$57.7K | 1.9% | 11 |
|
|
2016
Q1 | $2.83M | Sell |
347,634
-321,720
| -48% | -$2.48M | 1.93% | 10 |
|
|
2015
Q4 | $5.42M | Sell |
669,354
-299,484
| -31% | -$2.44M | 3.68% | 5 |
|
|
2015
Q3 | $7.39M | Sell |
968,838
-292,440
| -23% | -$2.37M | 5.09% | 4 |
|
|
2015
Q2 | $10.4M | Sell |
1,261,278
-159,666
| -11% | -$1.34M | 6.26% | 2 |
|
|
2015
Q1 | $11.7M | Sell |
1,420,944
-380,052
| -21% | -$3.13M | 7.04% | 2 |
|
|
2014
Q4 | $14.7M | Sell |
1,800,996
-48,450
| -3% | -$387K | 8.57% | 2 |
|
|
2014
Q3 | $14.5M | Sell |
1,849,446
-1,536
| -0.1% | -$12.1K | 8.68% | 2 |
|
|
2014
Q2 | $14.4M | Buy |
1,850,982
+122,406
| +7% | +$927K | 8.72% | 2 |
|
|
2014
Q1 | $12.9M | Buy |
1,728,576
+292,644
| +20% | +$2.14M | 8.72% | 2 |
|
|
2013
Q4 | $10.5M | Buy |
1,435,932
+111,954
| +8% | +$789K | 8.09% | 2 |
|
|
2013
Q3 | $8.87M | Buy |
1,323,978
+960
| +0.1% | +$6.4K | 8.86% | 2 |
|
|
2013
Q2 | $8.42M | Buy |
+1,323,018
| New | +$8.47M | 7.45% | 2 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Blue Bell Private Wealth Management's SCHX Position: Q1 2026 in Review
Blue Bell Private Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.24% in Q1 2026, selling an estimated $53.6K and leaving 815,812 shares worth $20.9M. The position accounts for 3.01% of the portfolio, ranked #3.
Blue Bell Private Wealth Management first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.1M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Blue Bell Private Wealth Management held 815,812 shares of Schwab US Large- Cap ETF worth $20.9M as of Q1 2026.
- Blue Bell Private Wealth Management sold 1,998 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $53.6K.
- Schwab US Large- Cap ETF made up 3.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #3 holding.
- Blue Bell Private Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Blue Bell Private Wealth Management's Schwab US Large- Cap ETF position peaked at $27.1M in Q4 2021.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.