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Gleason Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gleason Group’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 		$37.2M Buy
1,264,394
+7,620
+0.6% +$218K 3.25% 7
2026
Q1 		$32.2M Sell
1,256,774
-30,757
-2% -$825K 3.19% 8
2025
Q4 		$34.6M Buy
1,287,531
+29,472
+2% +$787K 3.4% 7
2025
Q3 		$33.1M Sell
1,258,059
-21,460
-2% -$545K 3.33% 7
2025
Q2 		$31.3M Sell
1,279,519
-26,048
-2% -$589K 3.39% 7
2025
Q1 		$28.8M Sell
1,305,567
-103,573
-7% -$2.41M 5.21% 7
2024
Q4 		$32.7M Buy
1,409,140
+28,330
+2% +$660K 5.74% 7
2024
Q3 		$31.2M Buy
1,380,810
+15,978
+1% +$348K 5.72% 7
2024
Q2 		$29.2M Sell
1,364,832
-576
-0% -$11.9K 5.93% 7
2024
Q1 		$28.2M Buy
1,365,408
+29,589
+2% +$582K 5.9% 7
2023
Q4 		$25.1M Buy
1,335,819
+136,521
+11% +$2.4M 5.77% 7
2023
Q3 		$20.2M Buy
1,199,298
+112,803
+10% +$1.98M 5.31% 7
2023
Q2 		$19M Buy
1,086,495
+11,670
+1% +$193K 4.92% 7
2023
Q1 		$17.3M Buy
1,074,825
+64,371
+6% +$1.01M 4.97% 7
2022
Q4 		$15.2M Buy
1,010,454
+1,008,108
+42,971% +$15.3M 4.77% 7
2022
Q3 		$33K Sell
2,346
-96
-4% -$1.51K 0.01% 129
2022
Q2 		$36K Hold
2,442
– – 0.01% 125
2022
Q1 		$44K Buy
2,442
+6
+0.2% +$106 0.01% 123
2021
Q4 		$46K Buy
2,436
+12
+0.5% +$222 0.02% 116
2021
Q3 		$42K Buy
2,424
+6
+0.2% +$107 0.02% 120
2021
Q2 		$42K Buy
2,418
+6
+0.2% +$101 0.02% 117
2021
Q1 		$39K Sell
2,412
-12
-0.5% -$188 0.02% 111
2020
Q4 		$37K Sell
2,424
-96
-4% -$1.37K 0.02% 107
2020
Q3 		$34K Buy
2,520
+18
+0.7% +$239 0.02% 103
2020
Q2 		$31K Buy
2,502
+6
+0.2% +$70 0.02% 107
2020
Q1 		$25K Hold
2,496
– – 0.02% 106
2019
Q4 		$32K Buy
+2,496
New +$30.6K 0.02% 122

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

Gleason Group's SCHX Position: Q2 2026 in Review

Gleason Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.61% in Q2 2026, buying an estimated $218K and bringing the position to 1,264,394 shares worth $37.2M. The position accounts for 3.25% of the portfolio, ranked #7.

Gleason Group first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Gleason Group held 1,264,394 shares of Schwab US Large- Cap ETF worth $37.2M as of Q2 2026.
  • Gleason Group bought 7,620 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $218K.
  • Schwab US Large- Cap ETF made up 3.25% of Gleason Group's portfolio in Q2 2026, its #7 holding.
  • Gleason Group first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.