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Brio Consultants’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brio Consultants’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 		$622K Sell
21,839
-865
-4% -$23.2K 0.08% 97
2025
Q4 		$611K Buy
22,704
+1,676
+8% +$44.8K 0.08% 92
2025
Q3 		$554K Buy
21,028
+817
+4% +$20.7K 0.08% 91
2025
Q2 		$494K Buy
20,211
+2,800
+16% +$63.3K 0.07% 91
2025
Q1 		$384K Buy
17,411
+65
+0.4% +$1.51K 0.06% 87
2024
Q4 		$402K Sell
17,346
-303
-2% -$7.06K 0.06% 87
2024
Q3 		$399K Sell
17,649
-450
-2% -$9.8K 0.06% 87
2024
Q2 		$388K Hold
18,099
– – 0.06% 79
2024
Q1 		$374K Buy
18,099
+1,071
+6% +$21.1K 0.06% 78
2023
Q4 		$320K Buy
17,028
+1,146
+7% +$20.1K 0.06% 80
2023
Q3 		$268K Buy
+15,882
New +$279K 0.05% 78
2022
Q2 		– Sell
-171,705
Closed -$3.08M – 90
2022
Q1 		$3.08M Sell
171,705
-5,901
-3% -$104K 0.66% 28
2021
Q4 		$3.37M Sell
177,606
-7,968
-4% -$147K 0.79% 24
2021
Q3 		$3.22M Sell
185,574
-17,220
-8% -$307K 0.78% 27
2021
Q2 		$3.51M Sell
202,794
-21,732
-10% -$367K 0.9% 26
2021
Q1 		$3.59M Sell
224,526
-3,516
-2% -$55.1K 1.06% 24
2020
Q4 		$3.46M Sell
228,042
-199,170
-47% -$2.85M 1.12% 24
2020
Q3 		$5.74M Sell
427,212
-11,226
-3% -$149K 1.73% 19
2020
Q2 		$5.42M Sell
438,438
-60,414
-12% -$704K 1.81% 18
2020
Q1 		$5.09M Sell
498,852
-2,370
-0.5% -$28.8K 2.03% 16
2019
Q4 		$6.42M Sell
501,222
-5,280
-1% -$64.7K 2.16% 15
2019
Q3 		$5.99M Sell
506,502
-17,922
-3% -$211K 2.24% 15
2019
Q2 		$6.13M Buy
524,424
+2,160
+0.4% +$24.8K 2.46% 13
2019
Q1 		$5.88M Buy
+522,264
New +$5.66M 2.61% 12

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Brio Consultants's SCHX Position: Q1 2026 in Review

Brio Consultants reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q1 2026, selling an estimated $23.2K and leaving 21,839 shares worth $622K. The position accounts for 0.08% of the portfolio, ranked #97.

Brio Consultants first reported a position in SCHX in Q1 2019 and has held it in 24 quarters since. The position peaked at $6.42M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Brio Consultants held 21,839 shares of Schwab US Large- Cap ETF worth $622K as of Q1 2026.
  • Brio Consultants sold 865 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $23.2K.
  • Schwab US Large- Cap ETF made up 0.08% of Brio Consultants's portfolio in Q1 2026, its #97 holding.
  • Brio Consultants first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 24 quarters since.
  • Brio Consultants's Schwab US Large- Cap ETF position peaked at $6.42M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.