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BlueSky Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

BlueSky Wealth Advisors’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 		$125M Sell
4,885,976
-1,330,182
-21% -$35.7M 16.13% 1
2025
Q4 		$167M Buy
6,216,158
+62,149
+1% +$1.66M 22.06% 1
2025
Q3 		$162M Buy
6,154,009
+17,862
+0.3% +$454K 21.86% 1
2025
Q2 		$150M Sell
6,136,147
-56,109
-0.9% -$1.27M 21.78% 1
2025
Q1 		$137M Buy
6,192,256
+201,571
+3% +$4.69M 21.19% 1
2024
Q4 		$139M Buy
5,990,685
+62,511
+1% +$1.46M 21.71% 1
2024
Q3 		$134M Buy
5,928,174
+21,939
+0.4% +$478K 20.82% 1
2024
Q2 		$126M Buy
+5,906,235
New +$122M 21.29% 1
2024
Q1 		– Sell
-5,854,131
Closed -$110M – 51
2023
Q4 		$110M Sell
5,854,131
-65,697
-1% -$1.15M 20.46% 1
2023
Q3 		$99.8M Buy
5,919,828
+9,633
+0.2% +$169K 20.42% 1
2023
Q2 		$103M Sell
5,910,195
-10,698
-0.2% -$177K 20.73% 1
2023
Q1 		$95.5M Buy
5,920,893
+193,344
+3% +$3.04M 19.74% 1
2022
Q4 		$86.2M Sell
5,727,549
-240,429
-4% -$3.64M 19.06% 1
2022
Q3 		$84.2M Buy
5,967,978
+129,948
+2% +$2.04M 19.55% 1
2022
Q2 		$86.9M Sell
5,838,030
-393,705
-6% -$6.38M 19.29% 1
2022
Q1 		$112M Sell
6,231,735
-245,085
-4% -$4.34M 21.73% 1
2021
Q4 		$123M Sell
6,476,820
-1,613,874
-20% -$29.8M 22.76% 1
2021
Q3 		$140M Buy
8,090,694
+59,880
+0.7% +$1.07M 27.47% 1
2021
Q2 		$141M Buy
8,030,814
+603,270
+8% +$10.2M 27.74% 1
2021
Q1 		$124M Buy
7,427,544
+84,258
+1% +$1.32M 27.9% 1
2020
Q4 		$111M Buy
7,343,286
+50,388
+0.7% +$721K 26.88% 1
2020
Q3 		$103M Sell
7,292,898
-80,148
-1% -$1.06M 26.82% 1
2020
Q2 		$91.1M Buy
7,373,046
+1,906,884
+35% +$22.2M 26.03% 1
2020
Q1 		$55.8M Buy
5,466,162
+3,588,966
+191% +$43.6M 20.56% 1
2019
Q4 		$24.4M Buy
1,877,196
+1,560
+0.1% +$19.1K 7.98% 3
2019
Q3 		$21.8M Buy
1,875,636
+72,210
+4% +$851K 7.5% 4
2019
Q2 		$21.1M Buy
1,803,426
+18,984
+1% +$218K 7.51% 3
2019
Q1 		$20.4M Buy
1,784,442
+20,886
+1% +$226K 7.39% 3
2018
Q4 		$18.5M Sell
1,763,556
-314,142
-15% -$3.37M 7.23% 3
2018
Q3 		$23.8M Buy
2,077,698
+80,730
+4% +$918K 9.01% 2
2018
Q2 		$21.6M Buy
1,996,968
+28,296
+1% +$305K 8.27% 3
2018
Q1 		$20.7M Buy
1,968,672
+263,928
+15% +$2.87M 7.94% 3
2017
Q4 		$18.1M Buy
1,704,744
+104,154
+7% +$1.08M 7.5% 3
2017
Q3 		$16M Buy
1,600,590
+140,244
+10% +$1.38M 6.91% 3
2017
Q2 		$14.1M Buy
1,460,346
+28,146
+2% +$268K 6.5% 3
2017
Q1 		$13.4M Buy
1,432,200
+26,460
+2% +$245K 6.41% 3
2016
Q4 		$12.5M Buy
+1,405,740
New +$12.2M 6.12% 4

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 $1.54B AUM 16.9% 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

BlueSky Wealth Advisors's SCHX Position: Q1 2026 in Review

BlueSky Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q1 2026, selling an estimated $35.7M and leaving 4,885,976 shares worth $125M. The position accounts for 16.13% of the portfolio, ranked #1.

BlueSky Wealth Advisors first reported a position in SCHX in Q4 2016 and has held it in 37 quarters since. The position peaked at $167M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • BlueSky Wealth Advisors held 4,885,976 shares of Schwab US Large- Cap ETF worth $125M as of Q1 2026.
  • BlueSky Wealth Advisors sold 1,330,182 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $35.7M.
  • Schwab US Large- Cap ETF made up 16.13% of BlueSky Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • BlueSky Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 37 quarters since.
  • BlueSky Wealth Advisors's Schwab US Large- Cap ETF position peaked at $167M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.