Braun-Bostich & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Braun-Bostich & Associates’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	$219K	Buy	+7,427	New	+$212K	0.12%	124
2024 Q3	–	Sell	-11,964	Closed	-$256K	–	120
2024 Q2	$256K	Sell	11,964 -1,329	-10%	-$27.5K	0.19%	88
2024 Q1	$275K	Sell	13,293 -1,755	-12%	-$34.5K	0.23%	101
2023 Q4	$283K	Buy	+15,048	New	+$264K	0.26%	98
2023 Q3	–	Sell	-15,438	Closed	-$269K	–	98
2023 Q2	$269K	Sell	15,438 -1,467	-9%	-$24.2K	0.58%	59
2023 Q1	$273K	Buy	16,905 +624	+4%	+$9.82K	0.64%	54
2022 Q4	$245K	Buy	16,281 +768	+5%	+$11.6K	0.71%	48
2022 Q3	$219K	Sell	15,513 -483	-3%	-$7.58K	0.67%	55
2022 Q2	$238K	Buy	+15,996	New	+$259K	0.62%	57

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Braun-Bostich & Associates's SCHX Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,427 shares worth $219K. The stake represents 0.12% of the portfolio and ranks #124 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in SCHX as recently as Q2 2024.

Braun-Bostich & Associates first reported a position in SCHX in Q2 2022 and has held it in 9 quarters since. The position peaked at $283K in Q4 2023. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Braun-Bostich & Associates held 7,427 shares of Schwab US Large- Cap ETF worth $219K as of Q2 2026.
Schwab US Large- Cap ETF was a new Braun-Bostich & Associates position in Q2 2026.
Schwab US Large- Cap ETF made up 0.12% of Braun-Bostich & Associates's portfolio in Q2 2026, its #124 holding.
Braun-Bostich & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 9 quarters since.
Braun-Bostich & Associates's Schwab US Large- Cap ETF position peaked at $283K in Q4 2023.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.