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Bristlecone Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bristlecone Advisors’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
Q3 		$32.3M Sell
1,226,756
-6,837
-0.6% -$174K 2.7% 8
2025
Q2 		$30.1M Sell
1,233,593
-27,308
-2% -$617K 2.53% 9
2025
Q1 		$27.8M Sell
1,260,901
-13,407
-1% -$312K 2.27% 9
2024
Q4 		$29.5M Buy
1,274,308
+5,329
+0.4% +$124K 2.31% 9
2024
Q3 		$28.7M Sell
1,268,979
-10,101
-0.8% -$220K 2.3% 9
2024
Q2 		$27.4M Sell
1,279,080
-4,197
-0.3% -$86.7K 2.33% 9
2024
Q1 		$26.5M Sell
1,283,277
-19,941
-2% -$393K 2.34% 9
2023
Q4 		$24.5M Sell
1,303,218
-13,281
-1% -$233K 2.48% 7
2023
Q3 		$22.2M Sell
1,316,499
-55,167
-4% -$968K 2.5% 8
2023
Q2 		$23.9M Buy
1,371,666
+39,687
+3% +$655K 2.41% 9
2023
Q1 		$21.5M Sell
1,331,979
-6,333
-0.5% -$99.7K 2.36% 9
2022
Q4 		$20.1M Sell
1,338,312
-11,070
-0.8% -$168K 2.47% 7
2022
Q3 		$19M Sell
1,349,382
-19,296
-1% -$303K 2.49% 9
2022
Q2 		$20.4M Sell
1,368,678
-26,751
-2% -$433K 2.52% 8
2022
Q1 		$25M Sell
1,395,429
-28,815
-2% -$510K 3.08% 5
2021
Q4 		$27M Sell
1,424,244
-11,868
-0.8% -$219K 3.24% 5
2021
Q3 		$24.9M Buy
1,436,112
+4,230
+0.3% +$75.4K 3.26% 5
2021
Q2 		$24.8M Sell
1,431,882
-1,422
-0.1% -$24K 3.36% 5
2021
Q1 		$22.9M Sell
1,433,304
-35,682
-2% -$559K 3.47% 5
2020
Q4 		$22.3M Sell
1,468,986
-85,086
-5% -$1.22M 3.54% 5
2020
Q3 		$20.9M Buy
1,554,072
+76,296
+5% +$1.01M 3.81% 4
2020
Q2 		$18.3M Sell
1,477,776
-65,580
-4% -$764K 3.69% 4
2020
Q1 		$15.8M Sell
1,543,356
-326,880
-17% -$3.97M 3.76% 6
2019
Q4 		$23.9M Sell
1,870,236
-380,712
-17% -$4.67M 4.81% 2
2019
Q3 		$26.6M Sell
2,250,948
-23,226
-1% -$274K 6.48% 2
2019
Q2 		$26.6M Buy
2,274,174
+92,190
+4% +$1.06M 6.32% 2
2019
Q1 		$24.6M Buy
2,181,984
+117,348
+6% +$1.27M 6.89% 3
2018
Q4 		$20.5M Sell
2,064,636
-69,000
-3% -$741K 6.17% 3
2018
Q3 		$24.7M Buy
2,133,636
+181,446
+9% +$2.06M 6.22% 3
2018
Q2 		$21.1M Buy
1,952,190
+43,200
+2% +$466K 7.04% 2
2018
Q1 		$20.1M Buy
1,908,990
+447,324
+31% +$4.87M 6.74% 2
2017
Q4 		$15.5M Buy
1,461,666
+1,584
+0.1% +$16.4K 4.93% 4
2017
Q3 		$14.6M Buy
1,460,082
+68,274
+5% +$670K 4.74% 4
2017
Q2 		$13.4M Buy
1,391,808
+19,410
+1% +$185K 4.54% 4
2017
Q1 		$12.9M Buy
1,372,398
+36,204
+3% +$335K 4.5% 3
2016
Q4 		$11.9M Buy
1,336,194
+100,398
+8% +$872K 4.23% 4
2016
Q3 		$10.6M Buy
1,235,796
+35,058
+3% +$301K 3.83% 4
2016
Q2 		$9.96M Buy
1,200,738
+536,298
+81% +$4.41M 3.67% 4
2016
Q1 		$5.41M Buy
664,440
+360,492
+119% +$2.78M 2.14% 8
2015
Q4 		$2.46M Buy
+303,948
New +$2.48M 1.04% 22

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bristlecone Advisors's SCHX Position: Q3 2025 in Review

Bristlecone Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.55% in Q3 2025, selling an estimated $174K and leaving 1,226,756 shares worth $32.3M. The position accounts for 2.7% of the portfolio, ranked #8.

Bristlecone Advisors first reported a position in SCHX in Q4 2015 and has held it in 40 quarters since. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Bristlecone Advisors held 1,226,756 shares of Schwab US Large- Cap ETF worth $32.3M as of Q3 2025.
  • Bristlecone Advisors sold 6,837 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $174K.
  • Schwab US Large- Cap ETF made up 2.7% of Bristlecone Advisors's portfolio in Q3 2025, its #8 holding.
  • Bristlecone Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 40 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.