GS Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $729K | Hold |
28,435
| – | – | 0.42% | 58 |
|
|
2025
Q4 | $765K | Hold |
28,435
| – | – | 0.42% | 56 |
|
|
2025
Q3 | $749K | Hold |
28,435
| – | – | 0.37% | 58 |
|
|
2025
Q2 | $695K | Buy |
28,435
+250
| +0.9% | +$5.65K | 0.31% | 61 |
|
|
2025
Q1 | $622K | Buy |
28,185
+600
| +2% | +$14K | 0.29% | 61 |
|
|
2024
Q4 | $639K | Buy |
27,585
+165
| +0.6% | +$3.85K | 0.29% | 63 |
|
|
2024
Q3 | $620K | Buy |
27,420
+90
| +0.3% | +$1.96K | 0.28% | 64 |
|
|
2024
Q2 | $585K | Hold |
27,330
| – | – | 0.28% | 62 |
|
|
2024
Q1 | $565K | Sell |
27,330
-75
| -0.3% | -$1.48K | 0.27% | 66 |
|
|
2023
Q4 | $515K | Sell |
27,405
-14,370
| -34% | -$252K | 0.27% | 65 |
|
|
2023
Q3 | $705K | Buy |
41,775
+1,290
| +3% | +$22.6K | 0.4% | 61 |
|
|
2023
Q2 | $707K | Sell |
40,485
-3,921
| -9% | -$64.7K | 0.39% | 61 |
|
|
2023
Q1 | $716K | Buy |
44,406
+369
| +0.8% | +$5.81K | 0.41% | 62 |
|
|
2022
Q4 | $663K | Buy |
44,037
+984
| +2% | +$14.9K | 0.41% | 63 |
|
|
2022
Q3 | $608K | Sell |
43,053
-270
| -0.6% | -$4.24K | 0.4% | 62 |
|
|
2022
Q2 | $698K | Buy |
43,323
+210
| +0.5% | +$3.4K | 0.4% | 61 |
|
|
2022
Q1 | $732K | Sell |
43,113
-813
| -2% | -$14.4K | 0.41% | 62 |
|
|
2021
Q4 | $833K | Sell |
43,926
-1,350
| -3% | -$24.9K | 0.4% | 60 |
|
|
2021
Q3 | $785K | Buy |
+45,276
| New | +$807K | 0.41% | 60 |
|
|
2021
Q1 | – | Sell |
-43,176
| Closed | -$654K | – | 113 |
|
|
2020
Q4 | $654K | Buy |
+43,176
| New | +$618K | 0.63% | 48 |
|
|
2020
Q3 | – | Sell |
-44,220
| Closed | -$546K | – | 103 |
|
|
2020
Q2 | $546K | Buy |
44,220
+216
| +0.5% | +$2.52K | 0.44% | 50 |
|
|
2020
Q1 | $449K | Buy |
44,004
+26,922
| +158% | +$327K | 0.44% | 50 |
|
|
2019
Q4 | $185K | Sell |
17,082
-23,220
| -58% | -$285K | 0.15% | 70 |
|
|
2019
Q3 | $476K | Buy |
40,302
+900
| +2% | +$10.6K | 0.35% | 54 |
|
|
2019
Q2 | $461K | Buy |
39,402
+3,696
| +10% | +$42.5K | 0.38% | 55 |
|
|
2019
Q1 | $402K | Buy |
35,706
+11,340
| +47% | +$123K | 0.32% | 60 |
|
|
2018
Q4 | $242K | Buy |
24,366
+5,418
| +29% | +$58.1K | 0.2% | 66 |
|
|
2018
Q3 | $220K | Sell |
18,948
-414
| -2% | -$4.71K | 0.15% | 71 |
|
|
2018
Q2 | $210K | Buy |
19,362
+210
| +1% | +$2.27K | 0.16% | 72 |
|
|
2018
Q1 | $201K | Sell |
19,152
-72
| -0.4% | -$783 | 0.15% | 71 |
|
|
2017
Q4 | $204K | Buy |
19,224
+4,698
| +32% | +$48.7K | 0.16% | 71 |
|
|
2017
Q3 | $145K | Sell |
14,526
-1,230
| -8% | -$12.1K | 0.12% | 77 |
|
|
2017
Q2 | $152K | Buy |
+15,756
| New | +$150K | 0.11% | 74 |
|
Other funds holding SCHX
HSA
MGIA
SFG
GS Investments's SCHX Position: Q1 2026 in Review
GS Investments held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 28,435 shares worth $729K. The position accounts for 0.42% of the portfolio, ranked #58.
GS Investments first reported a position in SCHX in Q2 2017 and has held it in 33 quarters since. The position peaked at $833K in Q4 2021. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- GS Investments held 28,435 shares of Schwab US Large- Cap ETF worth $729K as of Q1 2026.
- GS Investments left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
- Schwab US Large- Cap ETF made up 0.42% of GS Investments's portfolio in Q1 2026, its #58 holding.
- GS Investments first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 33 quarters since.
- GS Investments's Schwab US Large- Cap ETF position peaked at $833K in Q4 2021.
- 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on GS Investments's 13F filing for Q1 2026, filed 6 May 2026.