C.M. Bidwell & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.12M | Buy |
121,504
+8,153
| +7% | +$219K | 1.45% | 17 |
|
|
2025
Q4 | $3.05M | Sell |
113,351
-2,998
| -3% | -$80.1K | 1.44% | 17 |
|
|
2025
Q3 | $3.06M | Sell |
116,349
-2,432
| -2% | -$61.8K | 1.47% | 16 |
|
|
2025
Q2 | $2.9M | Sell |
118,781
-8,104
| -6% | -$183K | 1.51% | 18 |
|
|
2025
Q1 | $2.8M | Sell |
126,885
-2,825
| -2% | -$65.8K | 1.69% | 16 |
|
|
2024
Q4 | $3.01M | Sell |
129,710
-4,678
| -3% | -$109K | 1.83% | 15 |
|
|
2024
Q3 | $3.04M | Buy |
134,388
+2,346
| +2% | +$51.1K | 1.86% | 16 |
|
|
2024
Q2 | $2.83M | Sell |
132,042
-2,925
| -2% | -$60.4K | 1.89% | 15 |
|
|
2024
Q1 | $2.79M | Sell |
134,967
-6,318
| -4% | -$124K | 1.9% | 14 |
|
|
2023
Q4 | $2.66M | Sell |
141,285
-2,226
| -2% | -$39.1K | 1.97% | 15 |
|
|
2023
Q3 | $2.42M | Buy |
143,511
+3,783
| +3% | +$66.4K | 1.84% | 14 |
|
|
2023
Q2 | $2.44M | Sell |
139,728
-534
| -0.4% | -$8.82K | 1.78% | 14 |
|
|
2023
Q1 | $2.26M | Sell |
140,262
-14,205
| -9% | -$224K | 1.72% | 13 |
|
|
2022
Q4 | $2.32M | Buy |
154,467
+13,440
| +10% | +$203K | 1.83% | 13 |
|
|
2022
Q3 | $1.99M | Buy |
141,027
+3,024
| +2% | +$47.4K | 1.65% | 13 |
|
|
2022
Q2 | $2.05M | Sell |
138,003
-1,617
| -1% | -$26.2K | 1.62% | 15 |
|
|
2022
Q1 | $2.51M | Sell |
139,620
-45,966
| -25% | -$814K | 1.64% | 12 |
|
|
2021
Q4 | $3.52M | Sell |
185,586
-2,232
| -1% | -$41.2K | 2.16% | 12 |
|
|
2021
Q3 | $3.26M | Sell |
187,818
-5,424
| -3% | -$96.7K | 2.16% | 11 |
|
|
2021
Q2 | $3.35M | Sell |
193,242
-201,486
| -51% | -$3.4M | 2.19% | 10 |
|
|
2021
Q1 | $6.32M | Buy |
394,728
+36,138
| +10% | +$566K | 4.62% | 1 |
|
|
2020
Q4 | $5.44M | Buy |
358,590
+19,620
| +6% | +$281K | 4.46% | 3 |
|
|
2020
Q3 | $4.55M | Sell |
338,970
-11,802
| -3% | -$157K | 4.19% | 3 |
|
|
2020
Q2 | $4.33M | Sell |
350,772
-33,924
| -9% | -$395K | 3.95% | 3 |
|
|
2020
Q1 | $3.93M | Sell |
384,696
-7,566
| -2% | -$91.9K | 4.14% | 3 |
|
|
2019
Q4 | $5.02M | Buy |
392,262
+199,872
| +104% | +$2.45M | 4.54% | 1 |
|
|
2019
Q3 | $2.27M | Buy |
192,390
+1,938
| +1% | +$22.8K | 2.25% | 8 |
|
|
2019
Q2 | $2.23M | Sell |
190,452
-15,942
| -8% | -$183K | 2.22% | 8 |
|
|
2019
Q1 | $2.33M | Buy |
206,394
+43,554
| +27% | +$472K | 2.32% | 8 |
|
|
2018
Q4 | $1.62M | Sell |
162,840
-4,284
| -3% | -$46K | 1.76% | 9 |
|
|
2018
Q3 | $1.94M | Sell |
167,124
-46,608
| -22% | -$530K | 1.84% | 8 |
|
|
2018
Q2 | $2.31M | Sell |
213,732
-10,374
| -5% | -$112K | 2.15% | 6 |
|
|
2018
Q1 | $2.36M | Sell |
224,106
-1,266
| -0.6% | -$13.8K | 2.16% | 6 |
|
|
2017
Q4 | $2.4M | Buy |
+225,372
| New | +$2.33M | 2.07% | 5 |
|
Other funds holding SCHX
HSA
MGIA
SFG
C.M. Bidwell & Associates's SCHX Position: Q1 2026 in Review
C.M. Bidwell & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 7.2% in Q1 2026, buying an estimated $219K and bringing the position to 121,504 shares worth $3.12M. The position accounts for 1.45% of the portfolio, ranked #17.
C.M. Bidwell & Associates first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.32M in Q1 2021. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- C.M. Bidwell & Associates held 121,504 shares of Schwab US Large- Cap ETF worth $3.12M as of Q1 2026.
- C.M. Bidwell & Associates bought 8,153 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $219K.
- Schwab US Large- Cap ETF made up 1.45% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #17 holding.
- C.M. Bidwell & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- C.M. Bidwell & Associates's Schwab US Large- Cap ETF position peaked at $6.32M in Q1 2021.
- 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.