Neuberger Berman Group
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Neuberger Berman Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Neuberger Berman Group’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 		$1.14M Sell
38,593
-3,020
-7% -$86.2K ﹤0.01% 1492
2026
Q1 		$1.07M Hold
41,613
– – ﹤0.01% 1379
2025
Q4 		$1.12M Buy
41,613
+4,590
+12% +$123K ﹤0.01% 1362
2025
Q3 		$975K Buy
37,023
+9,000
+32% +$229K ﹤0.01% 1371
2025
Q2 		$685K Buy
+28,023
New +$634K ﹤0.01% 1481

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

Neuberger Berman Group's SCHX Position: Q2 2026 in Review

Neuberger Berman Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.3% in Q2 2026, selling an estimated $86.2K and leaving 38,593 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Neuberger Berman Group first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Neuberger Berman Group held 38,593 shares of Schwab US Large- Cap ETF worth $1.14M as of Q2 2026.
  • Neuberger Berman Group sold 3,020 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $86.2K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1492 holding.
  • Neuberger Berman Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.