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Hutchens & Kramer Investment Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hutchens & Kramer Investment Management Group’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
Q3 		$4.11M Sell
137,106
-1,644
-1% -$49.2K 1.23% 23
2026
Q2 		$4.08M Sell
138,750
-3,297
-2% -$94.1K 1.09% 26
2026
Q1 		$3.64M Sell
142,047
-13,647
-9% -$366K 1.15% 19
2025
Q4 		$4.19M Sell
155,694
-10,197
-6% -$272K 1.45% 14
2025
Q3 		$4.37M Sell
165,891
-19,488
-11% -$495K 1.72% 13
2025
Q2 		$4.53M Sell
185,379
-6,490
-3% -$147K 2.08% 9
2025
Q1 		$4.24M Sell
191,869
-4,541
-2% -$106K 2.33% 10
2024
Q4 		$4.55M Sell
196,410
-5,925
-3% -$138K 2.47% 8
2024
Q3 		$4.53M Sell
202,335
-8,070
-4% -$176K 2.52% 8
2024
Q2 		$4.52M Sell
210,405
-1,026
-0.5% -$21.2K 2.49% 7
2024
Q1 		$4.37M Sell
211,431
-45,471
-18% -$895K 2.58% 8
2023
Q4 		$4.83M Sell
256,902
-17,058
-6% -$300K 3.4% 6
2023
Q3 		$4.62M Buy
273,960
+5,466
+2% +$95.9K 3.67% 5
2023
Q2 		$4.69M Sell
268,494
-11,562
-4% -$191K 3.75% 5
2023
Q1 		$4.52M Sell
280,056
-15,333
-5% -$241K 3.9% 3
2022
Q4 		$4.45M Sell
295,389
-8,661
-3% -$131K 3.26% 5
2022
Q3 		$4.4M Sell
304,050
-25,356
-8% -$398K 3.59% 5
2022
Q2 		$4.95M Sell
329,406
-552
-0.2% -$8.94K 3.65% 4
2022
Q1 		$5.94M Sell
329,958
-330,630
-50% -$5.85M 3.3% 6
2021
Q4 		$5.92M Buy
+660,588
New +$12.2M 3.74% 5

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SCHX Position: Q3 2026 in Review

Hutchens & Kramer Investment Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q3 2026, selling an estimated $49.2K and leaving 137,106 shares worth $4.11M. The position accounts for 1.23% of the portfolio, ranked #23.

Hutchens & Kramer Investment Management Group first reported a position in SCHX in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.94M in Q1 2022. 317 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Hutchens & Kramer Investment Management Group held 137,106 shares of Schwab US Large- Cap ETF worth $4.11M as of Q3 2026.
  • Hutchens & Kramer Investment Management Group sold 1,644 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $49.2K.
  • Schwab US Large- Cap ETF made up 1.23% of Hutchens & Kramer Investment Management Group's portfolio in Q3 2026, its #23 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Hutchens & Kramer Investment Management Group's Schwab US Large- Cap ETF position peaked at $5.94M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.