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Legacy Bridge’s Schwab US Large- Cap ETF SCHX Stock Holding History

Legacy Bridge’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 		$216K Hold
8,429
– – 0.08% 141
2025
Q4 		$227K Hold
8,429
– – 0.09% 136
2025
Q3 		$222K Buy
8,429
+175
+2% +$4.44K 0.09% 135
2025
Q2 		$202K Buy
8,254
+196
+2% +$4.43K 0.1% 133
2025
Q1 		$178K Buy
8,058
+1
+0% +$23 0.1% 134
2024
Q4 		$187K Buy
8,057
+2
+0% +$47 0.1% 138
2024
Q3 		$182K Hold
8,055
– – 0.1% 141
2024
Q2 		$173K Hold
8,055
– – 0.1% 134
2024
Q1 		$167K Buy
8,055
+1,515
+23% +$29.8K 0.1% 148
2023
Q4 		$123K Hold
6,540
– – 0.08% 156
2023
Q3 		$110K Hold
6,540
– – 0.08% 162
2023
Q2 		$114K Hold
6,540
– – 0.08% 162
2023
Q1 		$105K Hold
6,540
– – 0.07% 167
2022
Q4 		$98.4K Hold
6,540
– – 0.07% 169
2022
Q3 		$92K Hold
6,540
– – 0.07% 163
2022
Q2 		$97K Hold
6,540
– – 0.07% 167
2022
Q1 		$117K Hold
6,540
– – 0.07% 169
2021
Q4 		$124K Hold
6,540
– – 0.06% 170
2021
Q3 		$113K Buy
6,540
+870
+15% +$15.5K 0.07% 169
2021
Q2 		$98K Hold
5,670
– – 0.06% 176
2021
Q1 		$91K Buy
5,670
+3,630
+178% +$56.9K 0.06% 171
2020
Q4 		$31K Hold
2,040
– – 0.02% 208
2020
Q3 		$27K Hold
2,040
– – 0.02% 205
2020
Q2 		$25K Sell
2,040
-480
-19% -$5.59K 0.03% 207
2020
Q1 		$26K Hold
2,520
– – 0.03% 190
2019
Q4 		$32K Hold
2,520
– – 0.03% 205
2019
Q3 		$30K Buy
2,520
+210
+9% +$2.48K 0.03% 201
2019
Q2 		$27K Buy
2,310
+300
+15% +$3.45K 0.03% 205
2019
Q1 		$23K Buy
2,010
+810
+68% +$8.78K 0.02% 213
2018
Q4 		$12K Buy
+1,200
New +$12.9K 0.01% 200

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

Legacy Bridge's SCHX Position: Q1 2026 in Review

Legacy Bridge held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 8,429 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #141.

Legacy Bridge first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $227K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Legacy Bridge held 8,429 shares of Schwab US Large- Cap ETF worth $216K as of Q1 2026.
  • Legacy Bridge left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.08% of Legacy Bridge's portfolio in Q1 2026, its #141 holding.
  • Legacy Bridge first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Schwab US Large- Cap ETF position peaked at $227K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.