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Gradient Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gradient Investments’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 		$8.96M Sell
304,499
-37,849
-11% -$1.08M 0.12% 154
2026
Q1 		$8.78M Buy
342,348
+31,513
+10% +$845K 0.14% 153
2025
Q4 		$8.36M Buy
310,835
+19,579
+7% +$523K 0.13% 157
2025
Q3 		$7.67M Sell
291,256
-19,977
-6% -$507K 0.13% 153
2025
Q2 		$7.61M Buy
311,233
+286,763
+1,172% +$6.48M 0.14% 148
2025
Q1 		$540K Buy
+24,470
New +$570K 0.01% 236
2024
Q3 		– Sell
-1,359
Closed -$29.1K – 1087
2024
Q2 		$29.1K Sell
1,359
-2,889
-68% -$59.7K ﹤0.01% 575
2024
Q1 		$87.9K Buy
4,248
+3,426
+417% +$67.4K ﹤0.01% 366
2023
Q4 		$15.4K Sell
822
-2,142
-72% -$37.6K ﹤0.01% 752
2023
Q3 		$50K Buy
2,964
+1,236
+72% +$21.7K ﹤0.01% 506
2023
Q2 		$30.1K Buy
1,728
+912
+112% +$15.1K ﹤0.01% 613
2023
Q1 		$13.1K Buy
816
+198
+32% +$3.12K ﹤0.01% 751
2022
Q4 		$9.29K Sell
618
-45
-7% -$681 ﹤0.01% 827
2022
Q3 		$9K Hold
663
– – ﹤0.01% 828
2022
Q2 		$10K Sell
663
-309
-32% -$5.01K ﹤0.01% 772
2022
Q1 		$17K Buy
972
+312
+47% +$5.52K ﹤0.01% 681
2021
Q4 		$13K Sell
660
-966
-59% -$17.8K ﹤0.01% 748
2021
Q3 		$28K Buy
1,626
+960
+144% +$17.1K ﹤0.01% 586
2021
Q2 		$12K Hold
666
– – ﹤0.01% 733
2021
Q1 		$11K Sell
666
-1,620
-71% -$25.4K ﹤0.01% 749
2020
Q4 		$31K Hold
2,286
– – ﹤0.01% 485
2020
Q3 		$31K Buy
2,286
+120
+6% +$1.59K ﹤0.01% 488
2020
Q2 		$27K Sell
2,166
-1,938
-47% -$22.6K ﹤0.01% 481
2020
Q1 		$42K Sell
4,104
-243,294
-98% -$2.96M ﹤0.01% 378
2019
Q4 		$3.17M Buy
247,398
+1,482
+0.6% +$18.2K 0.14% 109
2019
Q3 		$2.91M Sell
245,916
-1,266
-0.5% -$14.9K 0.14% 111
2019
Q2 		$2.89M Buy
247,182
+87,570
+55% +$1.01M 0.15% 103
2019
Q1 		$1.8M Sell
159,612
-130,524
-45% -$1.41M 0.12% 96
2018
Q4 		$2.89M Buy
290,136
+12,792
+5% +$137K 0.17% 88
2018
Q3 		$3.21M Sell
277,344
-6,432
-2% -$73.1K 0.16% 92
2018
Q2 		$3.07M Buy
283,776
+40,074
+16% +$432K 0.16% 92
2018
Q1 		$2.56M Buy
243,702
+15,006
+7% +$163K 0.14% 96
2017
Q4 		$2.43M Sell
228,696
-1,932
-0.8% -$20K 0.14% 91
2017
Q3 		$2.31M Buy
230,628
+9,228
+4% +$90.6K 0.15% 88
2017
Q2 		$2.13M Buy
221,400
+21,756
+11% +$208K 0.15% 88
2017
Q1 		$1.87M Sell
199,644
-8,880
-4% -$82.1K 0.14% 92
2016
Q4 		$1.85M Sell
208,524
-7,548
-3% -$65.6K 0.16% 91
2016
Q3 		$1.86M Buy
216,072
+46,362
+27% +$398K 0.18% 88
2016
Q2 		$1.41M Sell
169,710
-2,574
-1% -$21.2K 0.15% 92
2016
Q1 		$1.4M Buy
172,284
+116,496
+209% +$899K 0.17% 92
2015
Q4 		$452K Buy
+55,788
New +$455K 0.06% 125

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

Gradient Investments's SCHX Position: Q2 2026 in Review

Gradient Investments reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, selling an estimated $1.08M and leaving 304,499 shares worth $8.96M. The position accounts for 0.12% of the portfolio, ranked #154.

Gradient Investments first reported a position in SCHX in Q4 2015 and has held it in 41 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Gradient Investments held 304,499 shares of Schwab US Large- Cap ETF worth $8.96M as of Q2 2026.
  • Gradient Investments sold 37,849 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.08M.
  • Schwab US Large- Cap ETF made up 0.12% of Gradient Investments's portfolio in Q2 2026, its #154 holding.
  • Gradient Investments first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 41 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.