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

GS 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	$839K	Buy	28,505 +70	+0.2%	+$2K	0.61%	55
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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

GS Investments's SCHX Position: Q2 2026 in Review

GS Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, buying an estimated $2K and bringing the position to 28,505 shares worth $839K. The position accounts for 0.61% of the portfolio, ranked #55.

GS Investments first reported a position in SCHX in Q2 2017 and has held it in 34 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

GS Investments held 28,505 shares of Schwab US Large- Cap ETF worth $839K as of Q2 2026.
GS Investments bought 70 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2K.
Schwab US Large- Cap ETF made up 0.61% of GS Investments's portfolio in Q2 2026, its #55 holding.
GS Investments first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 34 quarters since.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GS Investments's 13F filing for Q2 2026, filed 6 Aug 2026.