Bridge Generations Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bridge Generations Wealth Management’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	–	Sell	-108	Closed	-$2.91K	–	105
2025 Q4	$2.91K	Hold	108	–	–	﹤0.01%	64
2025 Q3	$2.85K	Hold	108	–	–	﹤0.01%	68
2025 Q2	$2.64K	Sell	108 -1,484	-93%	-$33.6K	﹤0.01%	62
2025 Q1	$35.1K	Buy	1,592 +1,122	+239%	+$26.1K	0.02%	47
2024 Q4	$10.9K	Buy	+470	New	+$11K	0.01%	47

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bridge Generations Wealth Management's SCHX Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 108 shares — an estimated $2.91K sold.

Bridge Generations Wealth Management first reported a position in SCHX in Q4 2024 and held it in 5 quarters. The position peaked at $35.1K in Q1 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Bridge Generations Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 108 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.91K.
Bridge Generations Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's Schwab US Large- Cap ETF position peaked at $35.1K in Q1 2025.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.