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Bridges Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bridges Investment 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
2025
Q4 		– Sell
-78,281
Closed -$2.06M – 431
2025
Q3 		$2.06M Buy
+78,281
New +$1.99M 0.03% 177

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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bridges Investment Management's SCHX Position: Q4 2025 in Review

Bridges Investment Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 78,281 shares — an estimated $2.06M sold.

Bridges Investment Management first reported a position in SCHX in Q3 2025 and held it in 1 quarter. The position peaked at $2.06M in Q3 2025. 1,553 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Bridges Investment Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bridges Investment Management sold 78,281 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $2.06M.
  • Bridges Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 1 quarter.
  • Bridges Investment Management's Schwab US Large- Cap ETF position peaked at $2.06M in Q3 2025.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Bridges Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.