HighTower Advisors
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HighTower Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

HighTower 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
Q1 		$359M Sell
14,005,999
-135,395
-1% -$3.63M 0.38% 47
2025
Q4 		$381M Sell
14,141,394
-58,313
-0.4% -$1.56M 0.42% 40
2025
Q3 		$374M Sell
14,199,707
-86,994
-0.6% -$2.21M 0.42% 42
2025
Q2 		$349M Buy
14,286,701
+276,589
+2% +$6.25M 0.44% 39
2025
Q1 		$309M Buy
14,010,112
+2,973,990
+27% +$69.2M 0.42% 43
2024
Q4 		$256M Buy
11,036,122
+37,108
+0.3% +$865K 0.35% 56
2024
Q3 		$249M Buy
10,999,014
+87,309
+0.8% +$1.9M 0.36% 49
2024
Q2 		$234M Sell
10,911,705
-99,819
-0.9% -$2.06M 0.36% 47
2024
Q1 		$228M Sell
11,011,524
-38,838
-0.4% -$765K 0.37% 47
2023
Q4 		$208M Buy
11,050,362
+307,398
+3% +$5.4M 0.35% 57
2023
Q3 		$181M Buy
10,742,964
+950,037
+10% +$16.7M 0.34% 57
2023
Q2 		$171M Buy
9,792,927
+149,724
+2% +$2.47M 0.34% 57
2023
Q1 		$155M Sell
9,643,203
-630,732
-6% -$9.93M 0.34% 56
2022
Q4 		$155M Buy
10,273,935
+17,601
+0.2% +$266K 0.35% 54
2022
Q3 		$145M Buy
10,256,334
+230,787
+2% +$3.62M 0.39% 47
2022
Q2 		$149M Buy
10,025,547
+179,187
+2% +$2.9M 0.39% 51
2022
Q1 		$177M Buy
9,846,360
+722,964
+8% +$12.8M 0.39% 47
2021
Q4 		$173M Buy
9,123,396
+5,946,780
+187% +$110M 0.38% 51
2021
Q3 		$55.1M Buy
3,176,616
+83,910
+3% +$1.5M 0.15% 145
2021
Q2 		$53.6M Buy
3,092,706
+34,050
+1% +$574K 0.16% 142
2021
Q1 		$49M Buy
3,058,656
+97,230
+3% +$1.52M 0.15% 141
2020
Q4 		$44.9M Sell
2,961,426
-24,024
-0.8% -$344K 0.19% 112
2020
Q3 		$40.1M Buy
2,985,450
+157,428
+6% +$2.09M 0.19% 114
2020
Q2 		$34.9M Buy
2,828,022
+451,728
+19% +$5.26M 0.19% 118
2020
Q1 		$24.3M Sell
2,376,294
-1,223,886
-34% -$14.9M 0.16% 146
2019
Q4 		$46.1M Buy
3,600,180
+162,138
+5% +$1.99M 0.27% 85
2019
Q3 		$40.6M Buy
3,438,042
+69,852
+2% +$823K 0.22% 98
2019
Q2 		$39.4M Buy
3,368,190
+655,680
+24% +$7.53M 0.23% 98
2019
Q1 		$30.6M Sell
2,712,510
-438,354
-14% -$4.75M 0.2% 106
2018
Q4 		$31.4M Buy
3,150,864
+1,621,500
+106% +$17.4M 0.24% 90
2018
Q3 		$17.7M Buy
1,529,364
+536,754
+54% +$6.1M 0.13% 175
2018
Q2 		$10.7M Sell
992,610
-8,574
-0.9% -$92.5K 0.08% 262
2018
Q1 		$10.5M Sell
1,001,184
-9,372
-0.9% -$102K 0.09% 248
2017
Q4 		$10.7M Sell
1,010,556
-21,936
-2% -$227K 0.09% 252
2017
Q3 		$10.3M Buy
1,032,492
+42,210
+4% +$414K 0.09% 245
2017
Q2 		$9.53M Buy
990,282
+42,432
+4% +$405K 0.09% 261
2017
Q1 		$8.9M Buy
947,850
+124,932
+15% +$1.15M 0.09% 247
2016
Q4 		$7.31M Buy
822,918
+572,160
+228% +$4.97M 0.08% 265
2016
Q3 		$2.16M Buy
250,758
+76,164
+44% +$653K 0.03% 638
2016
Q2 		$1.45M Sell
174,594
-435,588
-71% -$3.58M 0.02% 726
2016
Q1 		$4.97M Sell
610,182
-2,263,506
-79% -$17.5M 0.02% 395
2015
Q4 		$23.3M Buy
2,873,688
+2,659,296
+1,240% +$21.7M 0.28% 77
2015
Q3 		$1.64M Buy
214,392
+85,578
+66% +$692K 0.02% 683
2015
Q2 		$1.06M Buy
128,814
+75,732
+143% +$636K 0.02% 741
2015
Q1 		$439K Sell
53,082
-18,216
-26% -$150K 0.01% 1117
2014
Q4 		$583K Buy
71,298
+20,430
+40% +$163K 0.01% 991
2014
Q3 		$398K Sell
50,868
-13,500
-21% -$106K 0.01% 1095
2014
Q2 		$502K Buy
64,368
+2,112
+3% +$16K 0.01% 1052
2014
Q1 		$464K Buy
62,256
+5,616
+10% +$41.1K 0.01% 1004
2013
Q4 		$416K Buy
56,640
+6,576
+13% +$46.3K 0.01% 1034
2013
Q3 		$335K Buy
50,064
+3,444
+7% +$23K 0.01% 990
2013
Q2 		$297K Buy
+46,620
New +$298K 0.01% 1001

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 $1.54B AUM 16.9% 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

HighTower Advisors's SCHX Position: Q1 2026 in Review

HighTower Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.96% in Q1 2026, selling an estimated $3.63M and leaving 14,005,999 shares worth $359M. The position accounts for 0.38% of the portfolio, ranked #47.

HighTower Advisors first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $381M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • HighTower Advisors held 14,005,999 shares of Schwab US Large- Cap ETF worth $359M as of Q1 2026.
  • HighTower Advisors sold 135,395 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.63M.
  • Schwab US Large- Cap ETF made up 0.38% of HighTower Advisors's portfolio in Q1 2026, its #47 holding.
  • HighTower Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • HighTower Advisors's Schwab US Large- Cap ETF position peaked at $381M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.