Franklin Resources
SCHX icon

Franklin Resources’s Schwab US Large- Cap ETF SCHX Stock Holding History

Franklin Resources’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 		$918K Buy
31,184
+3,051
+11% +$87.1K ﹤0.01% 2312
2026
Q1 		$721K Sell
28,133
-12,306
-30% -$330K ﹤0.01% 2320
2025
Q4 		$1.09M Buy
40,439
+2,468
+6% +$65.9K ﹤0.01% 2038
2025
Q3 		$1M Hold
37,971
– – ﹤0.01% 2093
2025
Q2 		$928K Hold
37,971
– – ﹤0.01% 2023
2025
Q1 		$838K Sell
37,971
-108
-0.3% -$2.51K ﹤0.01% 2047
2024
Q4 		$883K Hold
38,079
– – ﹤0.01% 2039
2024
Q3 		$293K Hold
38,079
– – ﹤0.01% 2496
2024
Q2 		$816K Buy
38,079
+11,973
+46% +$247K ﹤0.01% 2018
2024
Q1 		$540K Buy
26,106
+741
+3% +$14.6K ﹤0.01% 2207
2023
Q4 		$477K Hold
25,365
– – ﹤0.01% 1965
2023
Q3 		$428K Sell
25,365
-375
-1% -$6.58K ﹤0.01% 1997
2023
Q2 		$449K Hold
25,740
– – ﹤0.01% 2011
2023
Q1 		$415K Hold
25,740
– – ﹤0.01% 1746
2022
Q4 		$387K Hold
25,740
– – ﹤0.01% 1776
2022
Q3 		$364K Hold
25,740
– – ﹤0.01% 1781
2022
Q2 		$383K Hold
25,740
– – ﹤0.01% 1787
2022
Q1 		$462K Hold
25,740
– – ﹤0.01% 1862
2021
Q4 		$488K Sell
25,740
-10,736,490
-100% -$198M ﹤0.01% 1912
2021
Q3 		$187M Buy
10,762,230
+10,736,490
+41,711% +$191M 0.07% 314
2021
Q2 		$446K Hold
25,740
– – ﹤0.01% 1633
2021
Q1 		$412K Sell
25,740
-660
-3% -$10.3K ﹤0.01% 1639
2020
Q4 		$400K Hold
26,400
– – ﹤0.01% 1585
2020
Q3 		$355K Hold
26,400
– – ﹤0.01% 1547
2020
Q2 		$345K Buy
+26,400
New +$308K ﹤0.01% 1437

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

Franklin Resources's SCHX Position: Q2 2026 in Review

Franklin Resources increased its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, buying an estimated $87.1K and bringing the position to 31,184 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Franklin Resources first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. The position peaked at $187M in Q3 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Franklin Resources held 31,184 shares of Schwab US Large- Cap ETF worth $918K as of Q2 2026.
  • Franklin Resources bought 3,051 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $87.1K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2312 holding.
  • Franklin Resources first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Franklin Resources's Schwab US Large- Cap ETF position peaked at $187M in Q3 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.