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BSW Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

BSW Wealth Partners’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 		$754K Buy
25,633
+10,211
+66% +$292K 0.08% 131
2026
Q1 		$395K Buy
15,422
+27
+0.2% +$724 0.05% 203
2025
Q4 		$414K Sell
15,395
-56
-0.4% -$1.5K 0.05% 197
2025
Q3 		$407K Buy
15,451
+129
+0.8% +$3.28K 0.05% 202
2025
Q2 		$374K Sell
15,322
-389
-2% -$8.79K 0.05% 205
2025
Q1 		$347K Sell
15,711
-1,001
-6% -$23.3K 0.05% 213
2024
Q4 		$387K Sell
16,712
-856
-5% -$20K 0.06% 192
2024
Q3 		$397K Sell
17,568
-3,030
-15% -$66K 0.06% 187
2024
Q2 		$441K Sell
20,598
-9,357
-31% -$193K 0.07% 149
2024
Q1 		$620K Buy
29,955
+285
+1% +$5.61K 0.11% 115
2023
Q4 		$558K Sell
29,670
-363
-1% -$6.38K 0.11% 110
2023
Q3 		$507K Sell
30,033
-1,353
-4% -$23.7K 0.11% 104
2023
Q2 		$548K Sell
31,386
-585
-2% -$9.66K 0.11% 103
2023
Q1 		$515K Buy
31,971
+33
+0.1% +$519 0.11% 133
2022
Q4 		$481K Buy
31,938
+7,563
+31% +$114K 0.1% 139
2022
Q3 		$344K Buy
24,375
+3
+0% +$47 0.08% 153
2022
Q2 		$363K Buy
24,372
+6
+0% +$97 0.09% 160
2022
Q1 		$437K Sell
24,366
-6
-0% -$106 0.11% 143
2021
Q4 		$462K Sell
24,372
-3,204
-12% -$59.2K 0.12% 129
2021
Q3 		$478K Sell
27,576
-984
-3% -$17.5K 0.13% 109
2021
Q2 		$495K Buy
28,560
+5,082
+22% +$85.7K 0.14% 99
2021
Q1 		$376K Sell
23,478
-804
-3% -$12.6K 0.11% 112
2020
Q4 		$368K Sell
24,282
-2,922
-11% -$41.8K 0.11% 104
2020
Q3 		$366K Sell
27,204
-30
-0.1% -$399 0.14% 89
2020
Q2 		$336K Buy
27,234
+42
+0.2% +$489 0.11% 87
2020
Q1 		$278K Buy
27,192
+1,002
+4% +$12.2K 0.12% 87
2019
Q4 		$335K Sell
26,190
-1,098
-4% -$13.5K 0.11% 87
2019
Q3 		$323K Sell
27,288
-444
-2% -$5.23K 0.12% 71
2019
Q2 		$324K Hold
27,732
– – 0.12% 71
2019
Q1 		$312K Sell
27,732
-15,420
-36% -$167K 0.12% 67
2018
Q4 		$429K Buy
43,152
+7,494
+21% +$80.4K 0.16% 54
2018
Q3 		$413K Sell
35,658
-258
-0.7% -$2.93K 0.16% 54
2018
Q2 		$389K Buy
35,916
+858
+2% +$9.25K 0.17% 51
2018
Q1 		$369K Sell
35,058
-22,788
-39% -$248K 0.17% 53
2017
Q4 		$615K Buy
57,846
+2,370
+4% +$24.6K 0.26% 39
2017
Q3 		$555K Buy
55,476
+108
+0.2% +$1.06K 0.24% 40
2017
Q2 		$533K Buy
55,368
+768
+1% +$7.33K 0.24% 39
2017
Q1 		$512K Sell
54,600
-26,244
-32% -$243K 0.25% 36
2016
Q4 		$718K Buy
80,844
+76,770
+1,884% +$667K 0.38% 30
2016
Q3 		$13.2K Sell
4,074
-74,688
-95% -$641K 0.45% 26
2016
Q2 		$653K Sell
78,762
-108
-0.1% -$888 0.36% 26
2016
Q1 		$642K Buy
78,870
+1,710
+2% +$13.2K 0.36% 28
2015
Q4 		$625K Sell
77,160
-132
-0.2% -$1.08K 0.31% 34
2015
Q3 		$589K Buy
77,292
+25,152
+48% +$203K 0.35% 31
2015
Q2 		$428K Buy
52,140
+54
+0.1% +$453 0.27% 33
2015
Q1 		$430K Buy
52,086
+6
+0% +$49 0.27% 34
2014
Q4 		$426K Buy
+52,080
New +$416K 0.34% 36

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

BSW Wealth Partners's SCHX Position: Q2 2026 in Review

BSW Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 66% in Q2 2026, buying an estimated $292K and bringing the position to 25,633 shares worth $754K. The position accounts for 0.08% of the portfolio, ranked #131.

BSW Wealth Partners first reported a position in SCHX in Q4 2014 and has held it in 47 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • BSW Wealth Partners held 25,633 shares of Schwab US Large- Cap ETF worth $754K as of Q2 2026.
  • BSW Wealth Partners bought 10,211 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $292K.
  • Schwab US Large- Cap ETF made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • BSW Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.