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

Appleton Partners’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 		$54.8M Buy
1,863,107
+16,237
+0.9% +$464K 3.36% 4
2026
Q1 		$47.4M Buy
1,846,870
+494
+0% +$13.3K 3.3% 3
2025
Q4 		$49.7M Sell
1,846,376
-17,013
-0.9% -$454K 3.27% 4
2025
Q3 		$49.1M Sell
1,863,389
-951
-0.1% -$24.1K 3.29% 4
2025
Q2 		$45.6M Sell
1,864,340
-34,387
-2% -$777K 3.22% 4
2025
Q1 		$41.9M Sell
1,898,727
-22,579
-1% -$526K 3.24% 4
2024
Q4 		$44.5M Sell
1,921,306
-11,456
-0.6% -$267K 3.29% 4
2024
Q3 		$43.7M Sell
1,932,762
-22,200
-1% -$484K 3.22% 4
2024
Q2 		$41.9M Sell
1,954,962
-35,643
-2% -$737K 3.23% 4
2024
Q1 		$41.2M Buy
1,990,605
+5,079
+0.3% +$100K 3.2% 4
2023
Q4 		$37.3M Buy
1,985,526
+105,021
+6% +$1.84M 3.01% 5
2023
Q3 		$31.7M Buy
1,880,505
+9,546
+0.5% +$167K 2.82% 5
2023
Q2 		$32.7M Sell
1,870,959
-85,533
-4% -$1.41M 2.76% 5
2023
Q1 		$31.5M Sell
1,956,492
-18,948
-1% -$298K 2.81% 5
2022
Q4 		$29.7M Buy
1,975,440
+23,592
+1% +$357K 2.82% 5
2022
Q3 		$27.6M Buy
1,951,848
+33,294
+2% +$522K 2.76% 5
2022
Q2 		$28.6M Buy
1,918,554
+48,933
+3% +$793K 2.7% 5
2022
Q1 		$33.6M Buy
1,869,621
+20,121
+1% +$356K 2.74% 6
2021
Q4 		$35.1M Buy
1,849,500
+18,750
+1% +$346K 2.64% 5
2021
Q3 		$31.7M Buy
1,830,750
+43,404
+2% +$774K 2.64% 6
2021
Q2 		$31M Buy
1,787,346
+24,414
+1% +$412K 2.64% 5
2021
Q1 		$28.2M Buy
1,762,932
+105,504
+6% +$1.65M 2.62% 6
2020
Q4 		$25.1M Buy
1,657,428
+16,584
+1% +$237K 2.47% 7
2020
Q3 		$22.1M Buy
1,640,844
+79,872
+5% +$1.06M 2.43% 9
2020
Q2 		$19.3M Buy
1,560,972
+17,466
+1% +$204K 2.31% 8
2020
Q1 		$15.8M Sell
1,543,506
-366,312
-19% -$4.45M 2.18% 8
2019
Q4 		$24.4M Buy
1,909,818
+121,746
+7% +$1.49M 2.69% 5
2019
Q3 		$21.1M Buy
1,788,072
+179,202
+11% +$2.11M 2.55% 5
2019
Q2 		$18.8M Buy
1,608,870
+232,302
+17% +$2.67M 2.33% 5
2019
Q1 		$15.5M Buy
1,376,568
+194,322
+16% +$2.11M 2.06% 8
2018
Q4 		$11.8M Sell
1,182,246
-184,602
-14% -$1.98M 1.76% 10
2018
Q3 		$15.8M Buy
1,366,848
+148,944
+12% +$1.69M 2.11% 8
2018
Q2 		$13.2M Buy
1,217,904
+346,680
+40% +$3.74M 1.89% 8
2018
Q1 		$9.16M Buy
871,224
+447,576
+106% +$4.87M 1.39% 15
2017
Q4 		$4.5M Buy
423,648
+394,020
+1,330% +$4.08M 0.7% 46
2017
Q3 		$297K Hold
29,628
– – 0.05% 200
2017
Q2 		$285K Hold
29,628
– – 0.05% 206
2017
Q1 		$278K Buy
+29,628
New +$274K 0.05% 198

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

Appleton Partners's SCHX Position: Q2 2026 in Review

Appleton Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.88% in Q2 2026, buying an estimated $464K and bringing the position to 1,863,107 shares worth $54.8M. The position accounts for 3.36% of the portfolio, ranked #4.

Appleton Partners first reported a position in SCHX in Q1 2017 and has held it in 38 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Appleton Partners held 1,863,107 shares of Schwab US Large- Cap ETF worth $54.8M as of Q2 2026.
  • Appleton Partners bought 16,237 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $464K.
  • Schwab US Large- Cap ETF made up 3.36% of Appleton Partners's portfolio in Q2 2026, its #4 holding.
  • Appleton Partners first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.