Burk Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Burk Holdings’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	$1.66M	Buy	64,559 +745	+1%	+$20K	0.71%	28
2025 Q4	$1.72M	Sell	63,814 -668	-1%	-$17.8K	0.82%	28
2025 Q3	$1.7M	Sell	64,482 -532	-0.8%	-$13.5K	0.91%	25
2025 Q2	$1.59M	Sell	65,014 -1,091	-2%	-$24.7K	1%	24
2025 Q1	$1.46M	Buy	66,105 +17	+0%	+$396	1.1%	23
2024 Q4	$1.53M	Buy	+66,088	New	+$1.54M	1.24%	22

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Burk Holdings's SCHX Position: Q1 2026 in Review

Burk Holdings increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2026, buying an estimated $20K and bringing the position to 64,559 shares worth $1.66M. The position accounts for 0.71% of the portfolio, ranked #28.

Burk Holdings first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Burk Holdings held 64,559 shares of Schwab US Large- Cap ETF worth $1.66M as of Q1 2026.
Burk Holdings bought 745 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $20K.
Schwab US Large- Cap ETF made up 0.71% of Burk Holdings's portfolio in Q1 2026, its #28 holding.
Burk Holdings first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Burk Holdings's Schwab US Large- Cap ETF position peaked at $1.72M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.