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 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 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 $1.81B AUM 22.3% 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

Burling Wealth Partners's SCHX Position: Q1 2026 in Review

Burling Wealth Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 12,255 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #148.

Burling Wealth Partners first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Burling Wealth Partners held 12,255 shares of Schwab US Large- Cap ETF worth $314K as of Q1 2026.
Burling Wealth Partners left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.05% of Burling Wealth Partners's portfolio in Q1 2026, its #148 holding.
Burling Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Burling Wealth Partners's Schwab US Large- Cap ETF position peaked at $330K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.