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Fulton Breakefield Broenniman’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fulton Breakefield Broenniman’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 		$784K Sell
30,575
-2,770
-8% -$74.3K 0.05% 103
2025
Q4 		$897K Buy
33,345
+3,000
+10% +$80.1K 0.06% 102
2025
Q3 		$799K Hold
30,345
– – 0.05% 105
2025
Q2 		$742K Hold
30,345
– – 0.05% 106
2025
Q1 		$670K Buy
30,345
+60
+0.2% +$1.4K 0.05% 98
2024
Q4 		$702K Buy
30,285
+297
+1% +$6.92K 0.05% 103
2024
Q3 		$678K Sell
29,988
-6,450
-18% -$141K 0.05% 100
2024
Q2 		$780K Sell
36,438
-3,915
-10% -$80.9K 0.06% 95
2024
Q1 		$835K Buy
40,353
+10,695
+36% +$211K 0.06% 90
2023
Q4 		$558K Sell
29,658
-17,433
-37% -$306K 0.04% 102
2023
Q3 		$794K Sell
47,091
-4,947
-10% -$86.8K 0.07% 98
2023
Q2 		$908K Sell
52,038
-5,391
-9% -$89K 0.08% 93
2023
Q1 		$926K Sell
57,429
-1,749
-3% -$27.5K 0.08% 96
2022
Q4 		$891K Buy
+59,178
New +$896K 0.08% 96

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Fulton Breakefield Broenniman's SCHX Position: Q1 2026 in Review

Fulton Breakefield Broenniman reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.3% in Q1 2026, selling an estimated $74.3K and leaving 30,575 shares worth $784K. The position accounts for 0.05% of the portfolio, ranked #103.

Fulton Breakefield Broenniman first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $926K in Q1 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Fulton Breakefield Broenniman held 30,575 shares of Schwab US Large- Cap ETF worth $784K as of Q1 2026.
  • Fulton Breakefield Broenniman sold 2,770 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $74.3K.
  • Schwab US Large- Cap ETF made up 0.05% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #103 holding.
  • Fulton Breakefield Broenniman first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Fulton Breakefield Broenniman's Schwab US Large- Cap ETF position peaked at $926K in Q1 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.