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Gallagher Fiduciary Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gallagher Fiduciary 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 		$698K Buy
23,714
+1,309
+6% +$37.4K 0.02% 150
2026
Q1 		$574K Buy
22,405
+886
+4% +$23.8K 0.02% 138
2025
Q4 		$579K Sell
21,519
-464
-2% -$12.4K 0.02% 158
2025
Q3 		$579K Buy
21,983
+135
+0.6% +$3.43K 0.02% 133
2025
Q2 		$534K Sell
21,848
-93
-0.4% -$2.1K 0.02% 167
2025
Q1 		$484K Buy
21,941
+1,045
+5% +$24.3K 0.02% 160
2024
Q4 		$484K Buy
+20,896
New +$487K 0.09% 144

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

Gallagher Fiduciary Advisors's SCHX Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 5.8% in Q2 2026, buying an estimated $37.4K and bringing the position to 23,714 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #150.

Gallagher Fiduciary Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Gallagher Fiduciary Advisors held 23,714 shares of Schwab US Large- Cap ETF worth $698K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 1,309 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $37.4K.
  • Schwab US Large- Cap ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #150 holding.
  • Gallagher Fiduciary Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.