WealthBridge Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

WealthBridge Capital 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 Q1	$270K	Buy	10,528 +23	+0.2%	+$617	0.06%	189
2025 Q4	$283K	Hold	10,505	–	–	0.06%	175
2025 Q3	$277K	Hold	10,505	–	–	0.06%	176
2025 Q2	$257K	Buy	+10,505	New	+$238K	0.07%	187
2019 Q2	–	Sell	-1,200	Closed	-$14K	–	726
2019 Q1	$14K	Hold	1,200	–	–	0.01%	509
2018 Q4	$12K	Buy	+1,200	New	+$12.9K	0.01%	494

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

WealthBridge Capital Management's SCHX Position: Q1 2026 in Review

WealthBridge Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.22% in Q1 2026, buying an estimated $617 and bringing the position to 10,528 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #189.

WealthBridge Capital Management first reported a position in SCHX in Q4 2018 and has held it in 6 quarters since. The position peaked at $283K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

WealthBridge Capital Management held 10,528 shares of Schwab US Large- Cap ETF worth $270K as of Q1 2026.
WealthBridge Capital Management bought 23 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $617.
Schwab US Large- Cap ETF made up 0.06% of WealthBridge Capital Management's portfolio in Q1 2026, its #189 holding.
WealthBridge Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 6 quarters since.
WealthBridge Capital Management's Schwab US Large- Cap ETF position peaked at $283K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.