Citigroup
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Citigroup’s Schwab US Large- Cap ETF SCHX Stock Holding History

Citigroup’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 		$5.66M Sell
220,765
-23,686
-10% -$635K ﹤0.01% 1864
2025
Q4 		$6.58M Buy
244,451
+7,473
+3% +$200K ﹤0.01% 1820
2025
Q3 		$6.24M Buy
236,978
+31,460
+15% +$799K ﹤0.01% 1822
2025
Q2 		$5.02M Buy
205,518
+71,818
+54% +$1.62M ﹤0.01% 1888
2025
Q1 		$2.95M Buy
133,700
+30,538
+30% +$711K ﹤0.01% 2363
2024
Q4 		$2.39M Buy
103,162
+20,251
+24% +$472K ﹤0.01% 2664
2024
Q3 		$1.88M Buy
82,911
+6,081
+8% +$132K ﹤0.01% 2727
2024
Q2 		$1.65M Buy
76,830
+26,493
+53% +$547K ﹤0.01% 2511
2024
Q1 		$1.04M Buy
50,337
+24,066
+92% +$474K ﹤0.01% 2988
2023
Q4 		$494K Buy
26,271
+14,667
+126% +$258K ﹤0.01% 3412
2023
Q3 		$196K Buy
11,604
+2,553
+28% +$44.8K ﹤0.01% 3667
2023
Q2 		$158K Buy
9,051
+8,655
+2,186% +$143K ﹤0.01% 4009
2023
Q1 		$6.38K Sell
396
-153
-28% -$2.41K ﹤0.01% 4881
2022
Q4 		$8.26K Sell
549
-492
-47% -$7.45K ﹤0.01% 4902
2022
Q3 		$15K Sell
1,041
-318
-23% -$4.99K ﹤0.01% 4852
2022
Q2 		$20K Sell
1,359
-852
-39% -$13.8K ﹤0.01% 5010
2022
Q1 		$40K Buy
2,211
+1,737
+366% +$30.8K ﹤0.01% 4826
2021
Q4 		$9K Buy
474
+66
+16% +$1.22K ﹤0.01% 5589
2021
Q3 		$7K Sell
408
-7,056
-95% -$126K ﹤0.01% 5553
2021
Q2 		$129K Buy
7,464
+3,438
+85% +$58K ﹤0.01% 4421
2021
Q1 		$64K Buy
+4,026
New +$63.1K ﹤0.01% 4577
2020
Q3 		– Sell
-300
Closed -$4K – 7583
2020
Q2 		$4K Sell
300
-8,376
-97% -$97.6K ﹤0.01% 7321
2020
Q1 		$89K Sell
8,676
-9,282
-52% -$113K ﹤0.01% 5445
2019
Q4 		$230K Buy
17,958
+8,388
+88% +$103K ﹤0.01% 5071
2019
Q3 		$113K Buy
9,570
+12
+0.1% +$141 ﹤0.01% 5585
2019
Q2 		$112K Buy
9,558
+102
+1% +$1.17K ﹤0.01% 5758
2019
Q1 		$107K Buy
9,456
+4,362
+86% +$47.3K ﹤0.01% 5683
2018
Q4 		$51K Sell
5,094
-1,608
-24% -$17.3K ﹤0.01% 6226
2018
Q3 		$78K Buy
6,702
+300
+5% +$3.41K ﹤0.01% 6134
2018
Q2 		$69K Sell
6,402
-936
-13% -$10.1K ﹤0.01% 6031
2018
Q1 		$77K Sell
7,338
-642
-8% -$6.98K ﹤0.01% 5837
2017
Q4 		$85K Buy
7,980
+2,658
+50% +$27.5K ﹤0.01% 5788
2017
Q3 		$53K Sell
5,322
-2,796
-34% -$27.4K ﹤0.01% 5968
2017
Q2 		$78K Buy
8,118
+6,918
+577% +$66K ﹤0.01% 5520
2017
Q1 		$11K Hold
1,200
– – ﹤0.01% 6531
2016
Q4 		$11K Sell
1,200
-600
-33% -$5.21K ﹤0.01% 6727
2016
Q3 		$15K Sell
1,800
-1,800
-50% -$15.4K ﹤0.01% 6356
2016
Q2 		$30K Sell
3,600
-3,600
-50% -$29.6K ﹤0.01% 5899
2016
Q1 		$59K Hold
7,200
– – ﹤0.01% 6014
2015
Q4 		$58K Buy
+7,200
New +$58.7K ﹤0.01% 5814
2015
Q2 		– Sell
-522
Closed -$4K – 7718
2015
Q1 		$4K Buy
+522
New +$4.3K ﹤0.01% 6792
2014
Q4 		– Sell
-1,314
Closed -$10K – 7288
2014
Q3 		$10K Sell
1,314
-298,716
-100% -$2.35M ﹤0.01% 6281
2014
Q2 		$2.34M Sell
300,030
-96
-0% -$727 ﹤0.01% 2364
2014
Q1 		$2.24M Buy
300,126
+96
+0% +$703 ﹤0.01% 2283
2013
Q4 		$2.2M Buy
300,030
+30
+0% +$211 ﹤0.01% 2479
2013
Q3 		$2.01M Buy
+300,000
New +$2M ﹤0.01% 2447

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 $1.54B AUM 16.9% 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

Citigroup's SCHX Position: Q1 2026 in Review

Citigroup reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.7% in Q1 2026, selling an estimated $635K and leaving 220,765 shares worth $5.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Citigroup first reported a position in SCHX in Q3 2013 and has held it in 46 quarters since. The position peaked at $6.58M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Citigroup held 220,765 shares of Schwab US Large- Cap ETF worth $5.66M as of Q1 2026.
  • Citigroup sold 23,686 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $635K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1864 holding.
  • Citigroup first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 46 quarters since.
  • Citigroup's Schwab US Large- Cap ETF position peaked at $6.58M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.