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Choate Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Choate Investment Advisors’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 		$212K Buy
+7,207
New +$206K ﹤0.01% 451
2026
Q1 		– Sell
-7,702
Closed -$207K – 455
2025
Q4 		$207K Sell
7,702
-2,261
-23% -$60.4K ﹤0.01% 424
2025
Q3 		$262K Hold
9,963
– – 0.01% 369
2025
Q2 		$243K Hold
9,963
– – 0.01% 367
2025
Q1 		$220K Hold
9,963
– – 0.01% 371
2024
Q4 		$231K Sell
9,963
-450
-4% -$10.5K 0.01% 369
2024
Q3 		$236K Hold
10,413
– – 0.01% 349
2024
Q2 		$223K Hold
10,413
– – 0.01% 347
2024
Q1 		$215K Buy
+10,413
New +$205K 0.01% 383
2023
Q4 		– Sell
-2,076
Closed -$35K – 450
2023
Q3 		$35K Hold
2,076
– – ﹤0.01% 409
2023
Q2 		$36.2K Hold
2,076
– – ﹤0.01% 326
2023
Q1 		$33.5K Hold
2,076
– – ﹤0.01% 303
2022
Q4 		$31.2K Hold
2,076
– – ﹤0.01% 313
2022
Q3 		$29K Hold
2,076
– – ﹤0.01% 280
2022
Q2 		$31K Hold
2,076
– – ﹤0.01% 294
2022
Q1 		$37K Hold
2,076
– – ﹤0.01% 328
2021
Q4 		$39K Hold
2,076
– – ﹤0.01% 313
2021
Q3 		$36K Sell
2,076
-1,062
-34% -$18.9K ﹤0.01% 285
2021
Q2 		$54K Buy
+3,138
New +$52.9K ﹤0.01% 294

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

Choate Investment Advisors's SCHX Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,207 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in SCHX as recently as Q4 2025.

Choate Investment Advisors first reported a position in SCHX in Q2 2021 and has held it in 19 quarters since. The position peaked at $262K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Choate Investment Advisors held 7,207 shares of Schwab US Large- Cap ETF worth $212K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Choate Investment Advisors position in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #451 holding.
  • Choate Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • Choate Investment Advisors's Schwab US Large- Cap ETF position peaked at $262K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.