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Broadview Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Broadview Financial 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 		$3.19M Sell
124,349
-1,341
-1% -$36K 2.18% 13
2025
Q4 		$3.38M Sell
125,690
-1,190
-0.9% -$31.8K 2.26% 12
2025
Q3 		$3.34M Sell
126,880
-3,500
-3% -$88.9K 2.25% 12
2025
Q2 		$3.19M Sell
130,380
-1,719
-1% -$38.9K 2.16% 12
2025
Q1 		$2.92M Sell
132,099
-596
-0.4% -$13.9K 2.18% 13
2024
Q4 		$3.08M Sell
132,695
-4,810
-3% -$112K 2.2% 13
2024
Q3 		$3.11M Sell
137,505
-2,130
-2% -$46.4K 2.11% 13
2024
Q2 		$2.99M Sell
139,635
-3,867
-3% -$79.9K 2.18% 13
2024
Q1 		$2.97M Sell
143,502
-8,610
-6% -$169K 2.16% 13
2023
Q4 		$2.86M Sell
152,112
-2,874
-2% -$50.5K 2.21% 13
2023
Q3 		$2.61M Sell
154,986
-1,794
-1% -$31.5K 2.42% 13
2023
Q2 		$2.74M Sell
156,780
-6,423
-4% -$106K 2.34% 13
2023
Q1 		$2.63M Sell
163,203
-234
-0.1% -$3.68K 2.3% 13
2022
Q4 		$2.46M Buy
163,437
+5,760
+4% +$87.2K 2.21% 12
2022
Q3 		$2.23M Sell
157,677
-3,618
-2% -$56.8K 2.23% 13
2022
Q2 		$2.4M Sell
161,295
-1,857
-1% -$30.1K 2.24% 13
2022
Q1 		$2.93M Sell
163,152
-1,386
-0.8% -$24.5K 2.17% 13
2021
Q4 		$3.12M Sell
164,538
-4,128
-2% -$76.3K 2.22% 13
2021
Q3 		$2.92M Sell
168,666
-1,836
-1% -$32.7K 2.26% 13
2021
Q2 		$2.96M Sell
170,502
-2,142
-1% -$36.1K 2.23% 13
2021
Q1 		$2.76M Sell
172,644
-12,966
-7% -$203K 2.15% 13
2020
Q4 		$2.81M Sell
185,610
-7,854
-4% -$112K 2.16% 14
2020
Q3 		$2.6M Sell
193,464
-15,078
-7% -$200K 2.19% 14
2020
Q2 		$2.58M Sell
208,542
-12,246
-6% -$143K 2.06% 15
2020
Q1 		$2.25M Sell
220,788
-996
-0.4% -$12.1K 2.01% 16
2019
Q4 		$2.84M Sell
221,784
-7,410
-3% -$90.8K 1.98% 16
2019
Q3 		$2.71M Buy
229,194
+3,630
+2% +$42.8K 2.01% 16
2019
Q2 		$2.64M Sell
225,564
-3,552
-2% -$40.8K 1.99% 16
2019
Q1 		$2.58M Buy
229,116
+85,398
+59% +$925K 2.01% 15
2018
Q4 		$1.43M Sell
143,718
-5,070
-3% -$54.4K 1.27% 19
2018
Q3 		$1.73M Buy
148,788
+13,776
+10% +$157K 1.55% 16
2018
Q2 		$1.46M Buy
135,012
+1,332
+1% +$14.4K 1.43% 17
2018
Q1 		$1.41M Buy
133,680
+2,340
+2% +$25.5K 1.39% 17
2017
Q4 		$1.4M Buy
+131,340
New +$1.36M 1.35% 17

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

Broadview Financial Management's SCHX Position: Q1 2026 in Review

Broadview Financial Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q1 2026, selling an estimated $36K and leaving 124,349 shares worth $3.19M. The position accounts for 2.18% of the portfolio, ranked #13.

Broadview Financial Management first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.38M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Broadview Financial Management held 124,349 shares of Schwab US Large- Cap ETF worth $3.19M as of Q1 2026.
  • Broadview Financial Management sold 1,341 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $36K.
  • Schwab US Large- Cap ETF made up 2.18% of Broadview Financial Management's portfolio in Q1 2026, its #13 holding.
  • Broadview Financial Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Broadview Financial Management's Schwab US Large- Cap ETF position peaked at $3.38M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.