Ameriprise
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Ameriprise’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ameriprise’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 		$77M Sell
3,004,368
-480,209
-14% -$12.9M 0.02% 657
2025
Q4 		$93.8M Buy
3,484,577
+31,527
+0.9% +$842K 0.02% 579
2025
Q3 		$91M Buy
3,453,050
+127,217
+4% +$3.23M 0.02% 608
2025
Q2 		$81.2M Sell
3,325,833
-37,527
-1% -$848K 0.02% 626
2025
Q1 		$74.7M Sell
3,363,360
-119,159
-3% -$2.77M 0.02% 661
2024
Q4 		$79.6M Buy
3,482,519
+94,796
+3% +$2.21M 0.02% 641
2024
Q3 		$76.7M Sell
3,387,723
-23,676
-0.7% -$516K 0.02% 670
2024
Q2 		$73.1M Buy
3,411,399
+93,045
+3% +$1.92M 0.02% 641
2024
Q1 		$68.6M Buy
3,318,354
+53,310
+2% +$1.05M 0.02% 678
2023
Q4 		$61.4M Buy
3,265,044
+1,538,769
+89% +$27M 0.02% 680
2023
Q3 		$29.1M Sell
1,726,275
-85,956
-5% -$1.51M 0.01% 1004
2023
Q2 		$31.6M Sell
1,812,231
-153,276
-8% -$2.53M 0.01% 994
2023
Q1 		$31.7M Sell
1,965,507
-1,148,934
-37% -$18.1M 0.01% 978
2022
Q4 		$46.9M Sell
3,114,441
-1,106,703
-26% -$16.8M 0.02% 761
2022
Q3 		$59.6M Buy
4,221,144
+540,084
+15% +$8.47M 0.02% 630
2022
Q2 		$54.8M Buy
3,681,060
+156,963
+4% +$2.54M 0.02% 683
2022
Q1 		$63.3M Buy
3,524,097
+55,695
+2% +$986K 0.02% 699
2021
Q4 		$65.8M Buy
3,468,402
+69,522
+2% +$1.28M 0.02% 725
2021
Q3 		$58.9M Sell
3,398,880
-133,386
-4% -$2.38M 0.02% 690
2021
Q2 		$61.4M Sell
3,532,266
-95,898
-3% -$1.62M 0.02% 703
2021
Q1 		$58.1M Buy
3,628,164
+131,040
+4% +$2.05M 0.02% 715
2020
Q4 		$52.8M Buy
3,497,124
+24,150
+0.7% +$346K 0.02% 708
2020
Q3 		$46.7M Buy
3,472,974
+36,372
+1% +$483K 0.02% 670
2020
Q2 		$42.5M Buy
3,436,602
+1,276,278
+59% +$14.9M 0.02% 677
2020
Q1 		$22.1M Buy
2,160,324
+242,592
+13% +$2.95M 0.01% 887
2019
Q4 		$24.6M Buy
1,917,732
+62,778
+3% +$769K 0.01% 1037
2019
Q3 		$21.9M Buy
1,854,954
+55,410
+3% +$653K 0.01% 1074
2019
Q2 		$21.1M Buy
1,799,544
+211,578
+13% +$2.43M 0.01% 1122
2019
Q1 		$17.9M Buy
1,587,966
+214,668
+16% +$2.33M 0.01% 1223
2018
Q4 		$13.7M Sell
1,373,298
-176,910
-11% -$1.9M 0.01% 1338
2018
Q3 		$18M Buy
1,550,208
+54,462
+4% +$619K 0.01% 1395
2018
Q2 		$16.2M Buy
1,495,746
+105,828
+8% +$1.14M 0.01% 1333
2018
Q1 		$14.6M Buy
1,389,918
+87,150
+7% +$948K 0.01% 1352
2017
Q4 		$13.8M Buy
1,302,768
+70,794
+6% +$733K 0.01% 1357
2017
Q3 		$12.3M Buy
1,231,974
+54,390
+5% +$534K 0.01% 1413
2017
Q2 		$11.3M Buy
1,177,584
+140,442
+14% +$1.34M 0.01% 1443
2017
Q1 		$9.71M Buy
1,037,142
+95,904
+10% +$887K 0.01% 1544
2016
Q4 		$8.36M Buy
941,238
+37,008
+4% +$321K ﹤0.01% 1656
2016
Q3 		$7.78M Buy
904,230
+46,524
+5% +$399K ﹤0.01% 1654
2016
Q2 		$7.13M Buy
857,706
+203,736
+31% +$1.67M ﹤0.01% 1672
2016
Q1 		$5.32M Buy
653,970
+489,996
+299% +$3.78M ﹤0.01% 1903
2015
Q4 		$1.33M Buy
163,974
+84,456
+106% +$689K ﹤0.01% 2819
2015
Q3 		$606K Buy
79,518
+50,868
+178% +$411K ﹤0.01% 3177
2015
Q2 		$235K Buy
28,650
+150
+0.5% +$1.26K ﹤0.01% 3756
2015
Q1 		$235K Sell
28,500
-10,920
-28% -$89.9K ﹤0.01% 3522
2014
Q4 		$322K Buy
39,420
+306
+0.8% +$2.45K ﹤0.01% 3296
2014
Q3 		$306K Buy
39,114
+2,232
+6% +$17.6K ﹤0.01% 3211
2014
Q2 		$288K Buy
36,882
+22,416
+155% +$170K ﹤0.01% 3181
2014
Q1 		$108K Buy
14,466
+5,910
+69% +$43.3K ﹤0.01% 3478
2013
Q4 		$63K Buy
8,556
+546
+7% +$3.85K ﹤0.01% 3569
2013
Q3 		$54K Buy
8,010
+1,956
+32% +$13K ﹤0.01% 3767
2013
Q2 		$26K Buy
+6,054
New +$38.7K ﹤0.01% 4127

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise's SCHX Position: Q1 2026 in Review

Ameriprise reduced its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q1 2026, selling an estimated $12.9M and leaving 3,004,368 shares worth $77M. The position accounts for 0.02% of the portfolio, ranked #657.

Ameriprise first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $93.8M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Ameriprise held 3,004,368 shares of Schwab US Large- Cap ETF worth $77M as of Q1 2026.
  • Ameriprise sold 480,209 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $12.9M.
  • Schwab US Large- Cap ETF made up 0.02% of Ameriprise's portfolio in Q1 2026, its #657 holding.
  • Ameriprise first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Schwab US Large- Cap ETF position peaked at $93.8M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.