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

First Manhattan’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 		$1.7M Sell
57,725
-1,866
-3% -$53.3K ﹤0.01% 365
2026
Q1 		$1.53M Buy
59,591
+36,605
+159% +$982K ﹤0.01% 376
2025
Q4 		$619K Sell
22,986
-1,248
-5% -$33.3K ﹤0.01% 517
2025
Q3 		$638K Buy
24,234
+1,128
+5% +$28.6K ﹤0.01% 501
2025
Q2 		$565K Hold
23,106
– – ﹤0.01% 507
2025
Q1 		$510K Hold
23,106
– – ﹤0.01% 498
2024
Q4 		$536K Hold
23,106
– – ﹤0.01% 490
2024
Q3 		$523K Buy
23,106
+516
+2% +$11.2K ﹤0.01% 479
2024
Q2 		$485K Buy
22,590
+6
+0% +$124 ﹤0.01% 477
2024
Q1 		$467K Buy
22,584
+2,406
+12% +$47.4K ﹤0.01% 502
2023
Q4 		$379K Sell
20,178
-6
-0% -$105 ﹤0.01% 529
2023
Q3 		$340K Sell
20,184
-4,320
-18% -$75.8K ﹤0.01% 554
2023
Q2 		$428K Hold
24,504
– – ﹤0.01% 519
2023
Q1 		$395K Buy
24,504
+20,346
+489% +$320K ﹤0.01% 545
2022
Q4 		$62.6K Sell
4,158
-54
-1% -$817 ﹤0.01% 901
2022
Q3 		$59K Buy
4,212
+3,732
+778% +$58.6K ﹤0.01% 905
2022
Q2 		$7K Hold
480
– – ﹤0.01% 1288
2022
Q1 		$8K Buy
480
+252
+111% +$4.46K ﹤0.01% 1322
2021
Q4 		$4K Buy
228
+222
+3,700% +$4.1K ﹤0.01% 1411
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1669
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1611
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1549
2020
Q4 		$0 Buy
+6
New +$86 ﹤0.01% 1401
2017
Q2 		– Sell
-84
Closed – – 1462
2017
Q1 		$0 Buy
+84
New +$776 ﹤0.01% 1447

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

First Manhattan's SCHX Position: Q2 2026 in Review

First Manhattan reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.1% in Q2 2026, selling an estimated $53.3K and leaving 57,725 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #365.

First Manhattan first reported a position in SCHX in Q1 2017 and has held it in 24 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • First Manhattan held 57,725 shares of Schwab US Large- Cap ETF worth $1.7M as of Q2 2026.
  • First Manhattan sold 1,866 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $53.3K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #365 holding.
  • First Manhattan first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 24 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.