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Chicago Partners Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chicago Partners Investment 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
Q1 		$51.5M Buy
1,835,007
+99,761
+6% +$2.68M 1.15% 15
2025
Q4 		$47.2M Buy
1,735,246
+104,479
+6% +$2.79M 1.16% 16
2025
Q3 		$44.3M Buy
1,630,767
+123,754
+8% +$3.14M 1.16% 15
2025
Q2 		$37.9M Buy
1,507,013
+40,363
+3% +$913K 1.09% 17
2025
Q1 		$32.5M Buy
1,466,650
+80,994
+6% +$1.89M 1.08% 19
2024
Q4 		$32.4M Sell
1,385,656
-2,606,387
-65% -$60.7M 1.08% 23
2024
Q3 		$30.4M Buy
3,992,043
+2,698,044
+209% +$58.8M 1.08% 20
2024
Q2 		$27.7M Buy
1,293,999
+66,840
+5% +$1.38M 1.07% 20
2024
Q1 		$24.5M Buy
1,227,159
+74,688
+6% +$1.47M 1.04% 19
2023
Q4 		$22.1M Buy
1,152,471
+95,289
+9% +$1.67M 1.02% 19
2023
Q3 		$17.5M Buy
1,057,182
+98,850
+10% +$1.73M 0.94% 19
2023
Q2 		$17M Buy
958,332
+67,317
+8% +$1.11M 0.89% 23
2023
Q1 		$14.4M Buy
891,015
+134,895
+18% +$2.12M 0.84% 26
2022
Q4 		$12.4M Buy
756,120
+295,947
+64% +$4.48M 0.76% 26
2022
Q3 		$6.89M Buy
460,173
+103,038
+29% +$1.62M 0.49% 49
2022
Q2 		$5.8M Buy
357,135
+49,629
+16% +$804K 0.42% 51
2022
Q1 		$4.76M Buy
307,506
+101,448
+49% +$1.8M 0.36% 61
2021
Q4 		$3.6M Buy
206,058
+93,000
+82% +$1.72M 0.26% 83
2021
Q3 		$2.12M Buy
113,058
+26,178
+30% +$467K 0.15% 136
2021
Q2 		$1.55M Buy
86,880
+20,052
+30% +$338K 0.12% 152
2021
Q1 		$1.13M Buy
66,828
+23,880
+56% +$374K 0.09% 183
2020
Q4 		$669K Buy
42,948
+7,860
+22% +$112K 0.06% 231
2020
Q3 		$474K Buy
35,088
+9,186
+35% +$122K 0.06% 246
2020
Q2 		$336K Sell
25,902
-468
-2% -$5.45K 0.04% 272
2020
Q1 		$300K Buy
26,370
+174
+0.7% +$2.11K 0.05% 247
2019
Q4 		$345K Buy
26,196
+7,446
+40% +$91.3K 0.04% 256
2019
Q3 		$224K Buy
+18,750
New +$221K 0.03% 303
2018
Q4 		– Sell
-20,412
Closed -$214K – 804
2018
Q3 		$214K Buy
20,412
+11,370
+126% +$129K 0.03% 285
2018
Q2 		$98K Buy
9,042
+2,634
+41% +$28.4K 0.02% 391
2018
Q1 		$67K Buy
6,408
+528
+9% +$5.74K 0.01% 409
2017
Q4 		$63K Buy
5,880
+12
+0.2% +$124 0.01% 421
2017
Q3 		$59K Sell
5,868
-12,702
-68% -$125K 0.01% 414
2017
Q2 		$164K Buy
18,570
+15,324
+472% +$146K 0.04% 226
2017
Q1 		$30K Buy
3,246
+456
+16% +$4.21K 0.01% 367
2016
Q4 		$25K Buy
2,790
+18
+0.6% +$156 0.01% 368
2016
Q3 		$24K Buy
2,772
+12
+0.4% +$103 0.01% 350
2016
Q2 		$23K Buy
2,760
+12
+0.4% +$99 0.01% 306
2016
Q1 		$22K Buy
2,748
+12
+0.4% +$93 0.01% 290
2015
Q4 		$22K Sell
2,736
-78
-3% -$636 0.01% 335
2015
Q3 		$21K Buy
2,814
+120
+4% +$971 0.01% 285
2015
Q2 		$22K Sell
2,694
-12
-0.4% -$101 0.01% 295
2015
Q1 		$22K Buy
2,706
+522
+24% +$4.3K 0.01% 287
2014
Q4 		$18K Buy
+2,184
New +$17.5K 0.01% 300

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 $1.81B AUM 22.3% 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

Chicago Partners Investment Group's SCHX Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Schwab US Large- Cap ETF (SCHX) stake by 5.7% in Q1 2026, buying an estimated $2.68M and bringing the position to 1,835,007 shares worth $51.5M. The position accounts for 1.15% of the portfolio, ranked #15.

Chicago Partners Investment Group first reported a position in SCHX in Q4 2014 and has held it in 43 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Chicago Partners Investment Group held 1,835,007 shares of Schwab US Large- Cap ETF worth $51.5M as of Q1 2026.
  • Chicago Partners Investment Group bought 99,761 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.68M.
  • Schwab US Large- Cap ETF made up 1.15% of Chicago Partners Investment Group's portfolio in Q1 2026, its #15 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 43 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.