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Newbridge Financial Services Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Newbridge Financial Services 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 		– Sell
-126
Closed -$3.22K – 1276
2026
Q1 		$3.22K Buy
126
+1
+0.8% +$27 ﹤0.01% 977
2025
Q4 		$3.37K Hold
125
– – ﹤0.01% 958
2025
Q3 		$3.29K Hold
125
– – ﹤0.01% 1086
2025
Q2 		$3.04K Sell
125
-653
-84% -$14.8K ﹤0.01% 1095
2025
Q1 		$17.2K Sell
778
-755
-49% -$17.6K ﹤0.01% 576
2024
Q4 		$35.5K Buy
+1,533
New +$35.7K 0.01% 484
2024
Q3 		– Sell
-1,239
Closed -$26.5K – 1026
2024
Q2 		$26.5K Sell
1,239
-597
-33% -$12.3K 0.01% 518
2024
Q1 		$38K Buy
1,836
+27
+1% +$532 0.02% 455
2023
Q4 		$34K Sell
1,809
-741
-29% -$13K 0.02% 478
2023
Q3 		$43K Buy
2,550
+6
+0.2% +$105 0.02% 447
2023
Q2 		$44.4K Buy
2,544
+3
+0.1% +$50 0.02% 487
2023
Q1 		$41K Sell
2,541
-468
-16% -$7.37K 0.02% 512
2022
Q4 		$45.3K Buy
3,009
+6
+0.2% +$91 0.03% 491
2022
Q3 		$42K Sell
3,003
-234
-7% -$3.67K 0.02% 498
2022
Q2 		$48K Sell
3,237
-219
-6% -$3.55K 0.03% 412
2022
Q1 		$62K Buy
3,456
+894
+35% +$15.8K 0.03% 420
2021
Q4 		$49K Sell
2,562
-312
-11% -$5.76K 0.02% 467
2021
Q3 		$50K Buy
+2,874
New +$51.3K 0.03% 414

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

Newbridge Financial Services Group's SCHX Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 126 shares — an estimated $3.22K sold.

Newbridge Financial Services Group first reported a position in SCHX in Q3 2021 and held it in 18 quarters. The position peaked at $62K in Q1 2022. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 126 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.22K.
  • Newbridge Financial Services Group first reported a position in Schwab US Large- Cap ETF in Q3 2021 and held it in 18 quarters.
  • Newbridge Financial Services Group's Schwab US Large- Cap ETF position peaked at $62K in Q1 2022.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.