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 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 $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GW&K Investment Management's SCHX Position: Q1 2026 in Review

GW&K Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 2,025 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

GW&K Investment Management first reported a position in SCHX in Q1 2014 and has held it in 8 quarters since. The position peaked at $268K in Q1 2014. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

GW&K Investment Management held 2,025 shares of Schwab US Large- Cap ETF worth $52K as of Q1 2026.
GW&K Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #552 holding.
GW&K Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2014 and has held it in 8 quarters since.
GW&K Investment Management's Schwab US Large- Cap ETF position peaked at $268K in Q1 2014.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.