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F.L. Putnam Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

F.L. Putnam Investment Management’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 		$6.61M Sell
257,991
-12,207
-5% -$327K 0.1% 153
2025
Q4 		$7.27M Sell
270,198
-289,560
-52% -$7.73M 0.11% 141
2025
Q3 		$14.7M Buy
559,758
+43,401
+8% +$1.1M 0.22% 89
2025
Q2 		$12.6M Buy
516,357
+109,127
+27% +$2.47M 0.22% 94
2025
Q1 		$8.99M Buy
407,230
+26,314
+7% +$613K 0.17% 119
2024
Q4 		$8.83M Buy
380,916
+29,445
+8% +$686K 0.16% 122
2024
Q3 		$7.95M Sell
351,471
-456
-0.1% -$9.94K 0.14% 129
2024
Q2 		$7.54M Buy
351,927
+8,748
+3% +$181K 0.14% 128
2024
Q1 		$7.1M Buy
343,179
+20,793
+6% +$409K 0.15% 120
2023
Q4 		$6.06M Buy
322,386
+79,647
+33% +$1.4M 0.14% 125
2023
Q3 		$4.09M Buy
242,739
+36,906
+18% +$647K 0.11% 150
2023
Q2 		$3.59M Buy
205,833
+14,142
+7% +$233K 0.1% 168
2023
Q1 		$3.09M Buy
191,691
+17,532
+10% +$276K 0.1% 162
2022
Q4 		$2.62M Sell
174,159
-9,765
-5% -$148K 0.1% 154
2022
Q3 		$2.6M Buy
183,924
+3,099
+2% +$48.6K 0.1% 147
2022
Q2 		$2.69M Buy
180,825
+1,020
+0.6% +$16.5K 0.1% 150
2022
Q1 		$3.23M Sell
179,805
-5,769
-3% -$102K 0.1% 149
2021
Q4 		$3.52M Sell
185,574
-10,134
-5% -$187K 0.11% 138
2021
Q3 		$3.39M Sell
195,708
-13,356
-6% -$238K 0.12% 134
2021
Q2 		$3.62M Sell
209,064
-29,208
-12% -$493K 0.12% 131
2021
Q1 		$3.81M Buy
238,272
+20,340
+9% +$319K 0.17% 115
2020
Q4 		$3.3M Sell
217,932
-4,632
-2% -$66.3K 0.16% 110
2020
Q3 		$2.99M Sell
222,564
-14,832
-6% -$197K 0.16% 102
2020
Q2 		$2.93M Sell
237,396
-3,252
-1% -$37.9K 0.17% 101
2020
Q1 		$2.46M Sell
240,648
-47,982
-17% -$583K 0.19% 100
2019
Q4 		$3.69M Sell
288,630
-22,626
-7% -$277K 0.23% 100
2019
Q3 		$3.68M Sell
311,256
-10,446
-3% -$123K 0.26% 93
2019
Q2 		$3.76M Sell
321,702
-935,736
-74% -$10.7M 0.3% 84
2019
Q1 		$14.2M Sell
1,257,438
-114,018
-8% -$1.24M 1.19% 25
2018
Q4 		$13.6M Sell
1,371,456
-42,576
-3% -$457K 1.48% 21
2018
Q3 		$16.4M Buy
1,414,032
+343,842
+32% +$3.91M 1.5% 17
2018
Q2 		$11.6M Buy
1,070,190
+124,974
+13% +$1.35M 1.12% 29
2018
Q1 		$9.94M Buy
945,216
+196,602
+26% +$2.14M 0.91% 35
2017
Q4 		$7.96M Buy
748,614
+124,392
+20% +$1.29M 0.73% 48
2017
Q3 		$6.25M Buy
+624,222
New +$6.13M 0.6% 56
2017
Q1 		$3.55M Buy
378,606
+188,178
+99% +$1.74M 0.37% 75
2016
Q4 		$1.69M Buy
+190,428
New +$1.65M 0.19% 97

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

F.L. Putnam Investment Management's SCHX Position: Q1 2026 in Review

F.L. Putnam Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.5% in Q1 2026, selling an estimated $327K and leaving 257,991 shares worth $6.61M. The position accounts for 0.1% of the portfolio, ranked #153.

F.L. Putnam Investment Management first reported a position in SCHX in Q4 2016 and has held it in 37 quarters since. The position peaked at $16.4M in Q3 2018. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • F.L. Putnam Investment Management held 257,991 shares of Schwab US Large- Cap ETF worth $6.61M as of Q1 2026.
  • F.L. Putnam Investment Management sold 12,207 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $327K.
  • Schwab US Large- Cap ETF made up 0.1% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #153 holding.
  • F.L. Putnam Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 37 quarters since.
  • F.L. Putnam Investment Management's Schwab US Large- Cap ETF position peaked at $16.4M in Q3 2018.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.