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 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 $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 $1.54B AUM 16.9% 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

Associated Banc-Corp's SCHX Position: Q1 2026 in Review

Associated Banc-Corp reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.2% in Q1 2026, selling an estimated $832 and leaving 15,526 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #268.

Associated Banc-Corp first reported a position in SCHX in Q2 2021 and has held it in 20 quarters since. The position peaked at $607K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Associated Banc-Corp held 15,526 shares of Schwab US Large- Cap ETF worth $398K as of Q1 2026.
Associated Banc-Corp sold 31 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $832.
Schwab US Large- Cap ETF made up 0.01% of Associated Banc-Corp's portfolio in Q1 2026, its #268 holding.
Associated Banc-Corp first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 20 quarters since.
Associated Banc-Corp's Schwab US Large- Cap ETF position peaked at $607K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Associated Banc-Corp's 13F filing for Q1 2026, filed 1 May 2026.