Bowman & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bowman & Company’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 Q4	$348K	Buy	12,917 +37	+0.3%	+$988	0.15%	95
2025 Q3	$339K	Sell	12,880 -93	-0.7%	-$2.36K	0.14%	94
2025 Q2	$317K	Buy	12,973 +37	+0.3%	+$837	0.14%	94
2025 Q1	$286K	Buy	12,936 +38	+0.3%	+$885	0.14%	95
2024 Q4	$299K	Buy	12,898 +577	+5%	+$13.4K	0.15%	97
2024 Q3	$279K	Buy	12,321 +78	+0.6%	+$1.7K	0.15%	93
2024 Q2	$262K	Hold	12,243	–	–	0.15%	92
2024 Q1	$253K	Buy	12,243 +39	+0.3%	+$768	0.15%	92
2023 Q4	$229K	Buy	12,204 +48	+0.4%	+$843	0.16%	85
2023 Q3	$205K	Buy	12,156 +48	+0.4%	+$842	0.16%	84
2023 Q2	$211K	Buy	+12,108	New	+$200K	0.16%	85

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

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

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

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

Bowman & Company's SCHX Position: Q4 2025 in Review

Bowman & Company increased its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q4 2025, buying an estimated $988 and bringing the position to 12,917 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #95.

Bowman & Company first reported a position in SCHX in Q2 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Bowman & Company held 12,917 shares of Schwab US Large- Cap ETF worth $348K as of Q4 2025.
Bowman & Company bought 37 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $988.
Schwab US Large- Cap ETF made up 0.15% of Bowman & Company's portfolio in Q4 2025, its #95 holding.
Bowman & Company first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.