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Glenmede Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Glenmede Trust’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 		$1.35M Sell
52,739
-4,438
-8% -$119K 0.01% 653
2025
Q4 		$1.54M Buy
+57,177
New +$1.53M 0.01% 620
2025
Q1 		$1.4M Buy
63,267
+8,934
+16% +$208K 0.01% 623
2024
Q4 		$1.26M Buy
+54,333
New +$1.27M 0.01% 646
2023
Q3 		– Sell
-8,049
Closed -$130K – 1352
2023
Q2 		$130K Hold
8,049
– – ﹤0.01% 1140
2023
Q1 		$130K Hold
8,049
– – ﹤0.01% 1146
2022
Q4 		$121K Sell
8,049
-1,020
-11% -$15.4K ﹤0.01% 1139
2022
Q3 		$128K Buy
+9,069
New +$142K ﹤0.01% 1123
2022
Q2 		– Sell
-3,210
Closed -$57K – 1365
2022
Q1 		$57K Sell
3,210
-2,676
-45% -$47.4K ﹤0.01% 1228
2021
Q4 		$111K Buy
5,886
+2,676
+83% +$49.4K ﹤0.01% 1195
2021
Q3 		$55K Hold
3,210
– – ﹤0.01% 1208
2021
Q2 		$55K Sell
3,210
-750
-19% -$12.7K ﹤0.01% 1202
2021
Q1 		$63K Sell
3,960
-1,140
-22% -$17.9K ﹤0.01% 1120
2020
Q4 		$77K Sell
5,100
-1,500
-23% -$21.5K ﹤0.01% 1111
2020
Q3 		$88K Hold
6,600
– – ﹤0.01% 1205
2020
Q2 		$81K Hold
6,600
– – ﹤0.01% 1209
2020
Q1 		$84K Hold
6,600
– – ﹤0.01% 1492
2019
Q4 		$84K Sell
6,600
-1,200
-15% -$14.7K ﹤0.01% 1492
2019
Q3 		$92 Buy
7,800
+1,200
+18% +$14.1K ﹤0.01% 1437
2019
Q2 		$77 Sell
6,600
-9,174
-58% -$105K ﹤0.01% 1494
2019
Q1 		$177 Buy
+15,774
New +$171K ﹤0.01% 1220

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Glenmede Trust's SCHX Position: Q1 2026 in Review

Glenmede Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.8% in Q1 2026, selling an estimated $119K and leaving 52,739 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #653.

Glenmede Trust first reported a position in SCHX in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.54M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Glenmede Trust held 52,739 shares of Schwab US Large- Cap ETF worth $1.35M as of Q1 2026.
  • Glenmede Trust sold 4,438 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $119K.
  • Schwab US Large- Cap ETF made up 0.01% of Glenmede Trust's portfolio in Q1 2026, its #653 holding.
  • Glenmede Trust first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 21 quarters since.
  • Glenmede Trust's Schwab US Large- Cap ETF position peaked at $1.54M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.