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Bogart Wealth LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bogart Wealth LLC’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 		$272K Buy
10,593
+25
+0.2% +$671 0.01% 222
2025
Q4 		$284K Sell
10,568
-292
-3% -$7.8K 0.01% 219
2025
Q3 		$286K Buy
10,860
+684
+7% +$17.4K 0.01% 210
2025
Q2 		$249K Buy
10,176
+1,236
+14% +$27.9K 0.01% 209
2025
Q1 		$197K Sell
8,940
-459
-5% -$10.7K 0.01% 229
2024
Q4 		$218K Buy
9,399
+2,523
+37% +$58.8K 0.01% 211
2024
Q3 		$155K Buy
6,876
+273
+4% +$5.95K 0.01% 241
2024
Q2 		$141K Buy
6,603
+597
+10% +$12.3K 0.01% 246
2024
Q1 		$124K Sell
6,006
-159
-3% -$3.13K 0.01% 247
2023
Q4 		$116K Buy
6,165
+2,514
+69% +$44.1K 0.01% 249
2023
Q3 		$61.6K Buy
3,651
+177
+5% +$3.1K ﹤0.01% 313
2023
Q2 		$60.6K Sell
3,474
-2,421
-41% -$40K ﹤0.01% 308
2023
Q1 		$95K Buy
5,895
+9
+0.2% +$142 0.01% 236
2022
Q4 		$88.6K Buy
5,886
+2,760
+88% +$41.8K 0.01% 240
2022
Q3 		$44K Buy
3,126
+12
+0.4% +$188 ﹤0.01% 314
2022
Q2 		$46K Buy
3,114
+12
+0.4% +$194 ﹤0.01% 291
2022
Q1 		$56K Sell
3,102
-222
-7% -$3.93K ﹤0.01% 265
2021
Q4 		$63K Buy
3,324
+3,024
+1,008% +$55.9K 0.01% 240
2021
Q3 		$5K Hold
300
– – ﹤0.01% 547
2021
Q2 		$5K Hold
300
– – ﹤0.01% 524
2021
Q1 		$5K Buy
+300
New +$4.7K ﹤0.01% 488
2020
Q4 		– Sell
-450
Closed -$6K – 502
2020
Q3 		$6K Hold
450
– – ﹤0.01% 354
2020
Q2 		$6K Buy
450
+6
+1% +$70 ﹤0.01% 337
2020
Q1 		$5K Buy
+444
New +$5.39K ﹤0.01% 330
2019
Q1 		– Sell
-15,420
Closed -$153K – 373
2018
Q4 		$153K Buy
+15,420
New +$165K 0.08% 82

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 $1.81B AUM 22.3% 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

Bogart Wealth LLC's SCHX Position: Q1 2026 in Review

Bogart Wealth LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 0.24% in Q1 2026, buying an estimated $671 and bringing the position to 10,593 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #222.

Bogart Wealth LLC first reported a position in SCHX in Q4 2018 and has held it in 25 quarters since. The position peaked at $286K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Bogart Wealth LLC held 10,593 shares of Schwab US Large- Cap ETF worth $272K as of Q1 2026.
  • Bogart Wealth LLC bought 25 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $671.
  • Schwab US Large- Cap ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #222 holding.
  • Bogart Wealth LLC first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • Bogart Wealth LLC's Schwab US Large- Cap ETF position peaked at $286K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.