Bryn Mawr Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bryn Mawr Capital 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 Q2	$1.67M	Sell	56,711 -1,643	-3%	-$46.9K	0.07%	169
2026 Q1	$1.5M	Sell	58,354 -310	-0.5%	-$8.32K	0.07%	175
2025 Q4	$1.58M	Hold	58,664	–	–	0.08%	168
2025 Q3	$1.55M	Sell	58,664 -23,724	-29%	-$602K	0.08%	172
2025 Q2	$2.01M	Buy	82,388 +453	+0.6%	+$10.2K	0.11%	145
2025 Q1	$1.81M	Sell	81,935 -2,542	-3%	-$59.2K	0.11%	145
2024 Q4	$1.96M	Buy	84,477 +102	+0.1%	+$2.38K	0.11%	153
2024 Q3	$1.91M	Buy	84,375 +267	+0.3%	+$5.82K	0.1%	159
2024 Q2	$1.8M	Buy	84,108 +90	+0.1%	+$1.86K	0.1%	163
2024 Q1	$1.74M	Buy	84,018 +159	+0.2%	+$3.13K	0.1%	164
2023 Q4	$1.58M	Buy	83,859 +150	+0.2%	+$2.63K	0.1%	171
2023 Q3	$1.41M	Hold	83,709	–	–	0.09%	171
2023 Q2	$1.46M	Buy	83,709 +6,006	+8%	+$99.2K	0.14%	132
2023 Q1	$1.25M	Buy	77,703 +318	+0.4%	+$5K	0.13%	141
2022 Q4	$1.16M	Buy	+77,385	New	+$1.17M	0.13%	139

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

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

HSA

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

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Bryn Mawr Capital Management's SCHX Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q2 2026, selling an estimated $46.9K and leaving 56,711 shares worth $1.67M. The position accounts for 0.07% of the portfolio, ranked #169.

Bryn Mawr Capital Management first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Bryn Mawr Capital Management held 56,711 shares of Schwab US Large- Cap ETF worth $1.67M as of Q2 2026.
Bryn Mawr Capital Management sold 1,643 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $46.9K.
Schwab US Large- Cap ETF made up 0.07% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #169 holding.
Bryn Mawr Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
Bryn Mawr Capital Management's Schwab US Large- Cap ETF position peaked at $2.01M in Q2 2025.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.