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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
Q2 		– Sell
-22,200
Closed -$569K – 306
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
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

Fort Sheridan Advisors's SCHX Position: Q2 2026 in Review

Fort Sheridan Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 22,200 shares — an estimated $569K sold.

Fort Sheridan Advisors first reported a position in SCHX in Q4 2019 and held it in 7 quarters. The position peaked at $569K in Q1 2026. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Fort Sheridan Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Fort Sheridan Advisors sold 22,200 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $569K.
  • Fort Sheridan Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 7 quarters.
  • Fort Sheridan Advisors's Schwab US Large- Cap ETF position peaked at $569K in Q1 2026.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.