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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

First Manhattan's SCHX Position: Q1 2026 in Review

First Manhattan increased its Schwab US Large- Cap ETF (SCHX) stake by 159% in Q1 2026, buying an estimated $982K and bringing the position to 59,591 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #376.

First Manhattan first reported a position in SCHX in Q1 2017 and has held it in 23 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

First Manhattan held 59,591 shares of Schwab US Large- Cap ETF worth $1.53M as of Q1 2026.
First Manhattan bought 36,605 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $982K.
Schwab US Large- Cap ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #376 holding.
First Manhattan first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 23 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.