Halbert Hargrove Global Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Halbert Hargrove Global Advisors’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	$127K	Hold	4,328	–	–	0.01%	135
2026 Q1	$111K	Hold	4,328	–	–	0.01%	133
2025 Q4	$116K	Hold	4,328	–	–	0.01%	127
2025 Q3	$114K	Hold	4,328	–	–	0.01%	132
2025 Q2	$106K	Hold	4,328	–	–	0.01%	113
2025 Q1	$95.6K	Hold	4,328	–	–	0.01%	118
2024 Q4	$100K	Buy	+4,328	New	+$101K	0.01%	114
2024 Q1	–	Sell	-21,771	Closed	-$409K	–	113
2023 Q4	$409K	Hold	21,771	–	–	0.03%	68
2023 Q3	$367K	Hold	21,771	–	–	0.03%	66
2023 Q2	$380K	Hold	21,771	–	–	0.03%	65
2023 Q1	$351K	Hold	21,771	–	–	0.02%	98
2022 Q4	$328K	Hold	21,771	–	–	0.02%	102
2022 Q3	$307K	Hold	21,771	–	–	0.02%	104
2022 Q2	$324K	Hold	21,771	–	–	0.02%	100
2022 Q1	$391K	Buy	21,771 +9	+0%	+$159	0.03%	93
2021 Q4	$413K	Buy	21,762 +18	+0.1%	+$333	0.03%	88
2021 Q3	$377K	Buy	21,744 +12	+0.1%	+$214	0.03%	82
2021 Q2	$377K	Buy	21,732 +18	+0.1%	+$304	0.02%	85
2021 Q1	$348K	Buy	21,714 +4,272	+24%	+$66.9K	0.03%	82
2020 Q4	$264K	Hold	17,442	–	–	0.02%	89
2020 Q3	$234K	Hold	17,442	–	–	0.02%	87
2020 Q2	$215K	Buy	+17,442	New	+$203K	0.03%	79

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

Halbert Hargrove Global Advisors's SCHX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 4,328 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #135.

Halbert Hargrove Global Advisors first reported a position in SCHX in Q2 2020 and has held it in 22 quarters since. The position peaked at $413K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Halbert Hargrove Global Advisors held 4,328 shares of Schwab US Large- Cap ETF worth $127K as of Q2 2026.
Halbert Hargrove Global Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #135 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 22 quarters since.
Halbert Hargrove Global Advisors's Schwab US Large- Cap ETF position peaked at $413K in Q4 2021.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.