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

Bordeaux 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
2025 Q2	$388K	Sell	15,864 -3,871	-20%	-$87.5K	0.05%	104
2025 Q1	$436K	Sell	19,735 -73	-0.4%	-$1.7K	0.08%	95
2024 Q4	$459K	Sell	19,808 -826	-4%	-$19.3K	0.07%	91
2024 Q3	$467K	Buy	20,634 +7,137	+53%	+$156K	0.08%	95
2024 Q2	$289K	Buy	13,497 +750	+6%	+$15.5K	0.06%	111
2024 Q1	$264K	Buy	12,747 +630	+5%	+$12.4K	0.09%	90
2023 Q4	$228K	Sell	12,117 -1,236	-9%	-$21.7K	0.08%	100
2023 Q3	$225K	Hold	13,353	–	–	0.09%	87
2023 Q2	$233K	Sell	13,353 -10,815	-45%	-$179K	0.1%	90
2023 Q1	$390K	Buy	+24,168	New	+$380K	0.2%	71

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bordeaux Wealth Advisors's SCHX Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2025, selling an estimated $87.5K and leaving 15,864 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #104.

Bordeaux Wealth Advisors first reported a position in SCHX in Q1 2023 and has held it in 10 quarters since. The position peaked at $467K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Bordeaux Wealth Advisors held 15,864 shares of Schwab US Large- Cap ETF worth $388K as of Q2 2025.
Bordeaux Wealth Advisors sold 3,871 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $87.5K.
Schwab US Large- Cap ETF made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #104 holding.
Bordeaux Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 10 quarters since.
Bordeaux Wealth Advisors's Schwab US Large- Cap ETF position peaked at $467K in Q3 2024.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.