Bouchey Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bouchey Financial Group’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	$2.09M	Buy	77,969 +605	+0.8%	+$16.2K	0.15%	38
2025 Q4	$2.08M	Sell	77,364 -370	-0.5%	-$9.88K	0.16%	39
2025 Q3	$2.05M	Sell	77,734 -65	-0.1%	-$1.65K	0.16%	36
2025 Q2	$1.9M	Sell	77,799 -17	-0%	-$384	0.16%	35
2025 Q1	$1.72M	Buy	77,816 +1,098	+1%	+$25.6K	0.16%	37
2024 Q4	$1.78M	Sell	76,718 -421	-0.5%	-$9.81K	0.16%	37
2024 Q3	$1.74M	Hold	77,139	–	–	0.16%	37
2024 Q2	$1.65M	Sell	77,139 -675	-0.9%	-$13.9K	0.16%	39
2024 Q1	$1.61M	Sell	77,814 -36	-0%	-$709	0.16%	39
2023 Q4	$1.46M	Sell	77,850 -393	-0.5%	-$6.9K	0.16%	39
2023 Q3	$1.32M	Sell	78,243 -210	-0.3%	-$3.68K	0.16%	36
2023 Q2	$1.37M	Buy	78,453 +1,773	+2%	+$29.3K	0.17%	36
2023 Q1	$1.24M	Buy	76,680 +438	+0.6%	+$6.89K	0.16%	37
2022 Q4	$1.15M	Sell	76,242 -2,475	-3%	-$37.5K	0.17%	36
2022 Q3	$1.11M	Buy	78,717 +11,379	+17%	+$179K	0.16%	39
2022 Q2	$1M	Hold	67,338	–	–	0.16%	37
2022 Q1	$1.21M	Sell	67,338 -1,104	-2%	-$19.5K	0.16%	34
2021 Q4	$1.3M	Sell	68,442 -150	-0.2%	-$2.77K	0.17%	39
2021 Q3	$1.19M	Sell	68,592 -1,302	-2%	-$23.2K	0.17%	39
2021 Q2	$1.21M	Sell	69,894 -3,174	-4%	-$53.6K	0.19%	32
2021 Q1	$1.17M	Sell	73,068 -1,116	-2%	-$17.5K	0.19%	31
2020 Q4	$1.13M	Buy	74,184 +48	+0.1%	+$687	0.19%	31
2020 Q3	$996K	Sell	74,136 -8,886	-11%	-$118K	0.19%	33
2020 Q2	$1.02M	Sell	83,022 -5,628	-6%	-$65.6K	0.22%	27
2020 Q1	$905K	Buy	88,650 +402	+0.5%	+$4.88K	0.24%	31
2019 Q4	$1.13M	Sell	88,248 -210	-0.2%	-$2.57K	0.26%	34
2019 Q3	$1.05M	Sell	88,458 -3,096	-3%	-$36.5K	0.25%	34
2019 Q2	$1.07M	Sell	91,554 -1,236	-1%	-$14.2K	0.26%	33
2019 Q1	$1.05M	Sell	92,790 -870	-0.9%	-$9.43K	0.26%	35
2018 Q4	$932K	Buy	93,660 +64,962	+226%	+$697K	0.26%	37
2018 Q3	$333K	Sell	28,698 -102	-0.4%	-$1.16K	0.08%	54
2018 Q2	$312K	Sell	28,800 -5,184	-15%	-$55.9K	0.08%	53
2018 Q1	$357K	Sell	33,984 -554,958	-94%	-$6.04M	0.1%	48
2017 Q4	$6.26M	Sell	588,942 -8,526	-1%	-$88.3K	1.81%	19
2017 Q3	$5.98M	Buy	597,468 +6,630	+1%	+$65.1K	1.87%	20
2017 Q2	$5.69M	Buy	590,838 +2,520	+0.4%	+$24K	1.82%	21
2017 Q1	$5.52M	Sell	588,318 -236,622	-29%	-$2.19M	1.92%	20
2016 Q4	$7.32M	Sell	824,940 -64,998	-7%	-$564K	3.04%	12
2016 Q3	$7.66M	Buy	889,938 +25,476	+3%	+$219K	2.99%	11
2016 Q2	$7.17M	Sell	864,462 -576	-0.1%	-$4.74K	2.9%	15
2016 Q1	$7.04M	Buy	865,038 +77,052	+10%	+$595K	2.98%	13
2015 Q4	$6.38M	Sell	787,986 -218,754	-22%	-$1.78M	2.76%	15
2015 Q3	$7.68M	Buy	1,006,740 +55,488	+6%	+$449K	3.69%	9
2015 Q2	$7.82M	Buy	951,252 +101,712	+12%	+$854K	3.33%	8
2015 Q1	$7.02M	Buy	849,540 +36,936	+5%	+$304K	3.16%	8
2014 Q4	$6.64M	Buy	812,604 +139,506	+21%	+$1.12M	3.12%	9
2014 Q3	$5.27M	Buy	673,098 +51,282	+8%	+$404K	2.67%	9
2014 Q2	$4.85M	Sell	621,816 -48	-0%	-$364	2.6%	12
2014 Q1	$4.63M	Buy	621,864 +78,912	+15%	+$578K	2.82%	9
2013 Q4	$3.99M	Buy	+542,952	New	+$3.83M	2.81%	11

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 $1.81B AUM 22.3% 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

Bouchey Financial Group's SCHX Position: Q1 2026 in Review

Bouchey Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.78% in Q1 2026, buying an estimated $16.2K and bringing the position to 77,969 shares worth $2.09M. The position accounts for 0.15% of the portfolio, ranked #38.

Bouchey Financial Group first reported a position in SCHX in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.82M in Q2 2015. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Bouchey Financial Group held 77,969 shares of Schwab US Large- Cap ETF worth $2.09M as of Q1 2026.
Bouchey Financial Group bought 605 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $16.2K.
Schwab US Large- Cap ETF made up 0.15% of Bouchey Financial Group's portfolio in Q1 2026, its #38 holding.
Bouchey Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 50 quarters since.
Bouchey Financial Group's Schwab US Large- Cap ETF position peaked at $7.82M in Q2 2015.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.