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 Q1	$295K	Buy	+11,523	New	+$309K	0.11%	93

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bluesphere Advisors's SCHX Position: Q1 2026 in Review

Bluesphere Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 11,523 shares worth $295K. The stake represents 0.11% of the portfolio and ranks #93 among its holdings.

1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Bluesphere Advisors held 11,523 shares of Schwab US Large- Cap ETF worth $295K as of Q1 2026.
Schwab US Large- Cap ETF was a new Bluesphere Advisors position in Q1 2026.
Schwab US Large- Cap ETF made up 0.11% of Bluesphere Advisors's portfolio in Q1 2026, its #93 holding.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.