BSC
SCHX icon

BOLTON SECURITIES CORPORATION’s Schwab US Large- Cap ETF SCHX Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$179K Buy
5,962
+260
+5% +$7.79K 0.01% 921
2026
Q2 		$168K Hold
5,702
– – 0.01% 946
2026
Q1 		$146K Buy
+5,702
New +$153K 0.01% 901
2025
Q3 		$162K Buy
+6,152
New +$156K 0.01% 800
2025
Q1 		$61.2K Buy
+2,772
New +$64.5K ﹤0.01% 995

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Schwab US Large- Cap ETF (SCHX) stake by 4.6% in Q3 2026, buying an estimated $7.79K and bringing the position to 5,962 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #921.

BOLTON SECURITIES CORPORATION first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. 1,304 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,962 shares of Schwab US Large- Cap ETF worth $179K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 260 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $7.79K.
  • Schwab US Large- Cap ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #921 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.