Bluesphere Advisors
SCHX icon

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

Bluesphere 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
Q3 		$346K Hold
11,523
– – 0.11% 84
2026
Q2 		$339K Hold
11,523
– – 0.1% 84
2026
Q1 		$295K Buy
+11,523
New +$309K 0.11% 93

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McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Bluesphere Advisors's SCHX Position: Q3 2026 in Review

Bluesphere Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 11,523 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #84.

Bluesphere Advisors first reported a position in SCHX in Q1 2026 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Bluesphere Advisors held 11,523 shares of Schwab US Large- Cap ETF worth $346K as of Q3 2026.
  • Bluesphere Advisors left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.11% of Bluesphere Advisors's portfolio in Q3 2026, its #84 holding.
  • Bluesphere Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.