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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
Q2 		$2.71M Sell
92,195
-36,628
-28% -$1.05M 0.04% 205
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Bradley Foster & Sargent's SCHX Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Schwab US Large- Cap ETF (SCHX) stake by 28% in Q2 2026, selling an estimated $1.05M and leaving 92,195 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #205.

Bradley Foster & Sargent first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.75M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bradley Foster & Sargent held 92,195 shares of Schwab US Large- Cap ETF worth $2.71M as of Q2 2026.
  • Bradley Foster & Sargent sold 36,628 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.05M.
  • Schwab US Large- Cap ETF made up 0.04% of Bradley Foster & Sargent's portfolio in Q2 2026, its #205 holding.
  • Bradley Foster & Sargent first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Bradley Foster & Sargent's Schwab US Large- Cap ETF position peaked at $4.75M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.