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Bull Oak Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bull Oak Capital’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 		$2.49M Sell
84,472
-208
-0.2% -$5.94K 0.83% 17
2026
Q1 		$2.17M Buy
84,680
+168
+0.2% +$4.51K 0.83% 17
2025
Q4 		$2.27M Sell
84,512
-125
-0.1% -$3.34K 0.93% 17
2025
Q3 		$2.23M Hold
84,637
– – 0.95% 17
2025
Q2 		$2.07M Sell
84,637
-510
-0.6% -$11.5K 0.94% 17
2025
Q1 		$1.88M Buy
+85,147
New +$1.98M 1.02% 13

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

Bull Oak Capital's SCHX Position: Q2 2026 in Review

Bull Oak Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, selling an estimated $5.94K and leaving 84,472 shares worth $2.49M. The position accounts for 0.83% of the portfolio, ranked #17.

Bull Oak Capital first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Bull Oak Capital held 84,472 shares of Schwab US Large- Cap ETF worth $2.49M as of Q2 2026.
  • Bull Oak Capital sold 208 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.94K.
  • Schwab US Large- Cap ETF made up 0.83% of Bull Oak Capital's portfolio in Q2 2026, its #17 holding.
  • Bull Oak Capital first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.