Associated Banc-Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Associated Banc-Corp’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	$1.19M	Buy	40,275 +24,749	+159%	+$707K	0.03%	206
2026 Q1	$398K	Sell	15,526 -31	-0.2%	-$832	0.01%	268
2025 Q4	$419K	Sell	15,557 -429	-3%	-$11.5K	0.01%	261
2025 Q3	$421K	Sell	15,986 -5,040	-24%	-$128K	0.01%	263
2025 Q2	$514K	Sell	21,026 -6,477	-24%	-$146K	0.01%	232
2025 Q1	$607K	Buy	27,503 +10,976	+66%	+$256K	0.02%	226
2024 Q4	$383K	Hold	16,527	–	–	0.01%	251
2024 Q3	$374K	Sell	16,527 -246	-1%	-$5.36K	0.01%	263
2024 Q2	$359K	Sell	16,773 -717	-4%	-$14.8K	0.01%	263
2024 Q1	$362K	Hold	17,490	–	–	0.01%	261
2023 Q4	$329K	Hold	17,490	–	–	0.01%	263
2023 Q3	$295K	Hold	17,490	–	–	0.01%	263
2023 Q2	$305K	Hold	17,490	–	–	0.01%	260
2023 Q1	$282K	Hold	17,490	–	–	0.01%	270
2022 Q4	$263K	Hold	17,490	–	–	0.01%	275
2022 Q3	$247K	Hold	17,490	–	–	0.01%	273
2022 Q2	$260K	Hold	17,490	–	–	0.01%	276
2022 Q1	$314K	Hold	17,490	–	–	0.01%	273
2021 Q4	$332K	Hold	17,490	–	–	0.01%	271
2021 Q3	$303K	Hold	17,490	–	–	0.01%	270
2021 Q2	$303K	Buy	+17,490	New	+$295K	0.01%	276

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Associated Banc-Corp's SCHX Position: Q2 2026 in Review

Associated Banc-Corp increased its Schwab US Large- Cap ETF (SCHX) stake by 159% in Q2 2026, buying an estimated $707K and bringing the position to 40,275 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #206.

Associated Banc-Corp first reported a position in SCHX in Q2 2021 and has held it in 21 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Associated Banc-Corp held 40,275 shares of Schwab US Large- Cap ETF worth $1.19M as of Q2 2026.
Associated Banc-Corp bought 24,749 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $707K.
Schwab US Large- Cap ETF made up 0.03% of Associated Banc-Corp's portfolio in Q2 2026, its #206 holding.
Associated Banc-Corp first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 21 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.