Fort Sheridan Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fort Sheridan 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 Q1	$569K	Buy	+22,200	New	+$596K	0.07%	171
2021 Q2	–	Sell	-22,200	Closed	-$355K	–	191
2021 Q1	$355K	Hold	22,200	–	–	0.14%	97
2020 Q4	$337K	Hold	22,200	–	–	0.16%	86
2020 Q3	$298K	Hold	22,200	–	–	0.18%	77
2020 Q2	$274K	Hold	22,200	–	–	0.17%	77
2020 Q1	$227K	Hold	22,200	–	–	0.17%	75
2019 Q4	$284K	Buy	+22,200	New	+$272K	0.15%	82

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 $1.81B AUM 22.3% 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

Fort Sheridan Advisors's SCHX Position: Q1 2026 in Review

Fort Sheridan Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 22,200 shares worth $569K. The stake represents 0.07% of the portfolio and ranks #171 among its holdings. This is a return to the name: Fort Sheridan Advisors previously reported a position in SCHX as recently as Q1 2021.

Fort Sheridan Advisors first reported a position in SCHX in Q4 2019 and has held it in 7 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Fort Sheridan Advisors held 22,200 shares of Schwab US Large- Cap ETF worth $569K as of Q1 2026.
Schwab US Large- Cap ETF was a new Fort Sheridan Advisors position in Q1 2026.
Schwab US Large- Cap ETF made up 0.07% of Fort Sheridan Advisors's portfolio in Q1 2026, its #171 holding.
Fort Sheridan Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.