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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
Q2 		$1.83M Sell
62,328
-2,231
-3% -$63.7K 0.68% 30
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
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

Burk Holdings's SCHX Position: Q2 2026 in Review

Burk Holdings reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q2 2026, selling an estimated $63.7K and leaving 62,328 shares worth $1.83M. The position accounts for 0.68% of the portfolio, ranked #30.

Burk Holdings first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Burk Holdings held 62,328 shares of Schwab US Large- Cap ETF worth $1.83M as of Q2 2026.
  • Burk Holdings sold 2,231 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $63.7K.
  • Schwab US Large- Cap ETF made up 0.68% of Burk Holdings's portfolio in Q2 2026, its #30 holding.
  • Burk Holdings first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.