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Hamrick Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hamrick Investment Counsel’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 		$6.47M Buy
252,472
+31,789
+14% +$853K 3.59% 6
2025
Q4 		$5.94M Buy
+220,683
New +$5.89M 4.42% 5

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Hamrick Investment Counsel's SCHX Position: Q1 2026 in Review

Hamrick Investment Counsel increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q1 2026, buying an estimated $853K and bringing the position to 252,472 shares worth $6.47M. The position accounts for 3.59% of the portfolio, ranked #6.

Hamrick Investment Counsel first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Hamrick Investment Counsel held 252,472 shares of Schwab US Large- Cap ETF worth $6.47M as of Q1 2026.
  • Hamrick Investment Counsel bought 31,789 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $853K.
  • Schwab US Large- Cap ETF made up 3.59% of Hamrick Investment Counsel's portfolio in Q1 2026, its #6 holding.
  • Hamrick Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Hamrick Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.