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

Bulwark 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
Q3 		– Sell
-1,306
Closed -$38.4K – 111
2026
Q2 		$38.4K Hold
1,306
– – 0.02% 76
2026
Q1 		$33.5K Hold
1,306
– – 0.02% 76
2025
Q4 		$35.2K Sell
1,306
-3,465
-73% -$92.5K 0.03% 68
2025
Q3 		$126K Buy
4,771
+1,201
+34% +$30.5K 0.1% 59
2025
Q2 		$87.3K Buy
+3,570
New +$80.7K 0.07% 56

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Bulwark Capital's SCHX Position: Q3 2026 in Review

Bulwark Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2026, closing a stake of 1,306 shares — an estimated $38.4K sold.

Bulwark Capital first reported a position in SCHX in Q2 2025 and held it in 5 quarters. The position peaked at $126K in Q3 2025. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Bulwark Capital reported no remaining Schwab US Large- Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Bulwark Capital sold 1,306 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $38.4K.
  • Bulwark Capital first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 5 quarters.
  • Bulwark Capital's Schwab US Large- Cap ETF position peaked at $126K in Q3 2025.
  • 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.