Bradley Foster & Sargent’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bradley Foster & Sargent’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	$3.3M	Sell	128,823 -47,609	-27%	-$1.28M	0.05%	178
2025 Q4	$4.75M	Sell	176,432 -1,340	-0.8%	-$35.8K	0.07%	158
2025 Q3	$4.68M	Sell	177,772 -2,690	-1%	-$68.3K	0.07%	156
2025 Q2	$4.41M	Buy	180,462 +128,539	+248%	+$2.91M	0.07%	164
2025 Q1	$1.15M	Sell	51,923 -4,622	-8%	-$108K	0.02%	263
2024 Q4	$1.31M	Sell	56,545 -965	-2%	-$22.5K	0.02%	252
2024 Q3	$1.3M	Sell	57,510 -7,224	-11%	-$157K	0.02%	254
2024 Q2	$1.39M	Hold	64,734	–	–	0.03%	236
2024 Q1	$1.34M	Buy	64,734 +1,215	+2%	+$23.9K	0.02%	244
2023 Q4	$1.19M	Buy	63,519 +2,136	+3%	+$37.5K	0.02%	256
2023 Q3	$1.07M	Hold	61,383	–	–	0.02%	260
2023 Q2	$1.07M	Buy	61,383 +2,316	+4%	+$38.2K	0.02%	260
2023 Q1	$952K	Hold	59,067	–	–	0.02%	253
2022 Q4	$889K	Hold	59,067	–	–	0.02%	257
2022 Q3	$834K	Sell	59,067 -4,770	-7%	-$74.8K	0.02%	249
2022 Q2	$950K	Buy	63,837 +6,279	+11%	+$102K	0.02%	243
2022 Q1	$1.03M	Buy	+57,558	New	+$1.02M	0.02%	259

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

Bradley Foster & Sargent's SCHX Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q1 2026, selling an estimated $1.28M and leaving 128,823 shares worth $3.3M. The position accounts for 0.05% of the portfolio, ranked #178.

Bradley Foster & Sargent first reported a position in SCHX in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.75M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Bradley Foster & Sargent held 128,823 shares of Schwab US Large- Cap ETF worth $3.3M as of Q1 2026.
Bradley Foster & Sargent sold 47,609 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.28M.
Schwab US Large- Cap ETF made up 0.05% of Bradley Foster & Sargent's portfolio in Q1 2026, its #178 holding.
Bradley Foster & Sargent first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 17 quarters since.
Bradley Foster & Sargent's Schwab US Large- Cap ETF position peaked at $4.75M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.