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Rockbridge Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rockbridge Investment Management’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 		$526K Sell
17,865
-292
-2% -$8.34K 0.04% 94
2026
Q1 		$466K Buy
18,157
+1
+0% +$27 0.04% 96
2025
Q4 		$489K Sell
18,156
-7,426
-29% -$198K 0.05% 91
2025
Q3 		$674K Buy
25,582
+5
+0% +$127 0.07% 79
2025
Q2 		$625K Buy
25,577
+64
+0.3% +$1.45K 0.07% 77
2025
Q1 		$563K Sell
25,513
-560
-2% -$13K 0.07% 77
2024
Q4 		$604K Sell
26,073
-2,940
-10% -$68.5K 0.08% 76
2024
Q3 		$656K Sell
29,013
-882
-3% -$19.2K 0.09% 68
2024
Q2 		$640K Buy
29,895
+1,062
+4% +$21.9K 0.09% 67
2024
Q1 		$596K Buy
28,833
+90
+0.3% +$1.77K 0.09% 67
2023
Q4 		$540K Buy
28,743
+192
+0.7% +$3.37K 0.08% 73
2023
Q3 		$482K Sell
28,551
-459
-2% -$8.05K 0.09% 73
2023
Q2 		$506K Buy
29,010
+93
+0.3% +$1.54K 0.09% 70
2023
Q1 		$466K Buy
28,917
+150
+0.5% +$2.36K 0.09% 73
2022
Q4 		$433K Buy
28,767
+201
+0.7% +$3.04K 0.09% 75
2022
Q3 		$403K Sell
28,566
-1,854
-6% -$29.1K 0.1% 70
2022
Q2 		$453K Sell
30,420
-100,191
-77% -$1.62M 0.1% 68
2022
Q1 		$2.35M Sell
130,611
-261
-0.2% -$4.62K 0.36% 43
2021
Q4 		$2.48M Sell
130,872
-6,306
-5% -$116K 0.37% 41
2021
Q3 		$2.38M Buy
137,178
+126
+0.1% +$2.25K 0.39% 40
2021
Q2 		$2.38M Sell
137,052
-2,328
-2% -$39.3K 0.4% 40
2021
Q1 		$2.23M Sell
139,380
-2,628
-2% -$41.2K 0.42% 38
2020
Q4 		$2.15M Buy
142,008
+1,428
+1% +$20.4K 0.44% 36
2020
Q3 		$1.89M Sell
140,580
-9,906
-7% -$132K 0.45% 36
2020
Q2 		$1.86M Buy
+150,486
New +$1.75M 0.48% 36

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

Rockbridge Investment Management's SCHX Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q2 2026, selling an estimated $8.34K and leaving 17,865 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #94.

Rockbridge Investment Management first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.48M in Q4 2021. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Rockbridge Investment Management held 17,865 shares of Schwab US Large- Cap ETF worth $526K as of Q2 2026.
  • Rockbridge Investment Management sold 292 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.34K.
  • Schwab US Large- Cap ETF made up 0.04% of Rockbridge Investment Management's portfolio in Q2 2026, its #94 holding.
  • Rockbridge Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's Schwab US Large- Cap ETF position peaked at $2.48M in Q4 2021.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.