Chatham Capital Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chatham Capital Group’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	$1.76M	Sell	59,723 -5,000	-8%	-$143K	0.22%	106
2026 Q1	$1.66M	Hold	64,723	–	–	0.24%	104
2025 Q4	$1.74M	Buy	64,723 +1,253	+2%	+$33.5K	0.25%	103
2025 Q3	$1.67M	Hold	63,470	–	–	0.24%	102
2025 Q2	$1.55M	Hold	63,470	–	–	0.24%	102
2025 Q1	$1.4M	Hold	63,470	–	–	0.23%	104
2024 Q4	$1.47M	Sell	63,470 -1	-0%	-$23	0.24%	102
2024 Q3	$1.44M	Hold	63,471	–	–	0.23%	104
2024 Q2	$1.36M	Hold	63,471	–	–	0.24%	105
2024 Q1	$1.31M	Buy	63,471 +3	+0%	+$59	0.24%	105
2023 Q4	$1.19M	Hold	63,468	–	–	0.24%	107
2023 Q3	$1.07M	Buy	63,468 +1,440	+2%	+$25.3K	0.24%	111
2023 Q2	$1.08M	Hold	62,028	–	–	0.23%	116
2023 Q1	$1M	Hold	62,028	–	–	0.22%	115
2022 Q4	$934K	Buy	+62,028	New	+$939K	0.22%	118
2022 Q1	–	Sell	-13,350	Closed	-$253K	–	190
2021 Q4	$253K	Hold	13,350	–	–	0.05%	176
2021 Q3	$231K	Hold	13,350	–	–	0.04%	178
2021 Q2	$231K	Hold	13,350	–	–	0.04%	178
2021 Q1	$214K	Hold	13,350	–	–	0.04%	174
2020 Q4	$202K	Buy	+13,350	New	+$191K	0.05%	161

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Chatham Capital Group's SCHX Position: Q2 2026 in Review

Chatham Capital Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.7% in Q2 2026, selling an estimated $143K and leaving 59,723 shares worth $1.76M. The position accounts for 0.22% of the portfolio, ranked #106.

Chatham Capital Group first reported a position in SCHX in Q4 2020 and has held it in 20 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Chatham Capital Group held 59,723 shares of Schwab US Large- Cap ETF worth $1.76M as of Q2 2026.
Chatham Capital Group sold 5,000 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $143K.
Schwab US Large- Cap ETF made up 0.22% of Chatham Capital Group's portfolio in Q2 2026, its #106 holding.
Chatham Capital Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 20 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.