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

Burling 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 		$557K Buy
18,911
+6,656
+54% +$190K 0.08% 122
2026
Q1 		$314K Hold
12,255
– – 0.05% 148
2025
Q4 		$330K Buy
12,255
+201
+2% +$5.37K 0.05% 155
2025
Q3 		$318K Hold
12,054
– – 0.05% 149
2025
Q2 		$295K Buy
12,054
+66
+0.6% +$1.49K 0.05% 152
2025
Q1 		$265K Hold
11,988
– – 0.06% 147
2024
Q4 		$278K Buy
+11,988
New +$279K 0.06% 145

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

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

Burling Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 54% in Q2 2026, buying an estimated $190K and bringing the position to 18,911 shares worth $557K. The position accounts for 0.08% of the portfolio, ranked #122.

Burling Wealth Partners first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Burling Wealth Partners held 18,911 shares of Schwab US Large- Cap ETF worth $557K as of Q2 2026.
  • Burling Wealth Partners bought 6,656 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $190K.
  • Schwab US Large- Cap ETF made up 0.08% of Burling Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • Burling Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.