GW&K Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

GW&K Investment Management’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	$132K	Buy	4,498 +2,473	+122%	+$70.6K	﹤0.01%	439
2026 Q1	$52K	Hold	2,025	–	–	﹤0.01%	552
2025 Q4	$54K	Sell	2,025 -111	-5%	-$2.96K	﹤0.01%	541
2025 Q3	$56K	Hold	2,136	–	–	﹤0.01%	514
2025 Q2	$52K	Hold	2,136	–	–	﹤0.01%	504
2025 Q1	$47K	Hold	2,136	–	–	﹤0.01%	499
2024 Q4	$50K	Hold	2,136	–	–	﹤0.01%	478
2024 Q3	$48K	Buy	+2,136	New	+$46.5K	﹤0.01%	474
2014 Q2	–	Sell	-36,012	Closed	-$268K	–	228
2014 Q1	$268K	Buy	+36,012	New	+$264K	0.01%	215

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

GW&K Investment Management's SCHX Position: Q2 2026 in Review

GW&K Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 122% in Q2 2026, buying an estimated $70.6K and bringing the position to 4,498 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

GW&K Investment Management first reported a position in SCHX in Q1 2014 and has held it in 9 quarters since. The position peaked at $268K in Q1 2014. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

GW&K Investment Management held 4,498 shares of Schwab US Large- Cap ETF worth $132K as of Q2 2026.
GW&K Investment Management bought 2,473 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $70.6K.
Schwab US Large- Cap ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #439 holding.
GW&K Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2014 and has held it in 9 quarters since.
GW&K Investment Management's Schwab US Large- Cap ETF position peaked at $268K in Q1 2014.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.