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Stonebridge Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stonebridge Capital Advisors’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 		$331K Sell
11,262
-1,255
-10% -$35.8K 0.02% 173
2026
Q1 		$321K Sell
12,517
-1,200
-9% -$32.2K 0.02% 173
2025
Q4 		$369K Buy
13,717
+3,262
+31% +$87.1K 0.03% 155
2025
Q3 		$275K Hold
10,455
– – 0.02% 178
2025
Q2 		$256K Sell
10,455
-2,304
-18% -$52.1K 0.02% 186
2025
Q1 		$282K Buy
12,759
+2,304
+22% +$53.6K 0.02% 172
2024
Q4 		$242K Hold
10,455
– – 0.02% 194
2024
Q3 		$236K Buy
+10,455
New +$228K 0.02% 203
2024
Q1 		– Sell
-12,600
Closed -$237K – 228
2023
Q4 		$237K Sell
12,600
-5,556
-31% -$97.6K 0.02% 190
2023
Q3 		$306K Hold
18,156
– – 0.03% 156
2023
Q2 		$317K Buy
18,156
+16,782
+1,221% +$277K 0.03% 161
2023
Q1 		$22.2K Sell
1,374
-738
-35% -$11.6K ﹤0.01% 503
2022
Q4 		$31.8K Buy
+2,112
New +$32K ﹤0.01% 417
2022
Q3 		– Sell
-420
Closed -$6K – 1106
2022
Q2 		$6K Sell
420
-12
-3% -$194 ﹤0.01% 694
2022
Q1 		$8K Buy
432
+42
+11% +$744 ﹤0.01% 708
2021
Q4 		$7K Hold
390
– – ﹤0.01% 700
2021
Q3 		$7K Sell
390
-390
-50% -$6.96K ﹤0.01% 682
2021
Q2 		$13K Buy
780
+390
+100% +$6.58K ﹤0.01% 705
2021
Q1 		$6K Buy
+390
New +$6.11K ﹤0.01% 717
2020
Q3 		– Sell
-390
Closed -$5K – 609
2020
Q2 		$5K Hold
390
– – ﹤0.01% 574
2020
Q1 		$4K Hold
390
– – ﹤0.01% 582
2019
Q4 		$5K Hold
390
– – ﹤0.01% 650
2019
Q3 		$5K Sell
390
-6,000
-94% -$70.7K ﹤0.01% 627
2019
Q2 		$75K Buy
+6,390
New +$73.4K 0.01% 268

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

Stonebridge Capital Advisors's SCHX Position: Q2 2026 in Review

Stonebridge Capital Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, selling an estimated $35.8K and leaving 11,262 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #173.

Stonebridge Capital Advisors first reported a position in SCHX in Q2 2019 and has held it in 24 quarters since. The position peaked at $369K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Stonebridge Capital Advisors held 11,262 shares of Schwab US Large- Cap ETF worth $331K as of Q2 2026.
  • Stonebridge Capital Advisors sold 1,255 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $35.8K.
  • Schwab US Large- Cap ETF made up 0.02% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #173 holding.
  • Stonebridge Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 24 quarters since.
  • Stonebridge Capital Advisors's Schwab US Large- Cap ETF position peaked at $369K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.