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 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%	-$8.95K	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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SCHX Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.3% in Q2 2026, selling an estimated $94.1K and leaving 138,750 shares worth $4.08M. The position accounts for 1.09% of the portfolio, ranked #26.

Hutchens & Kramer Investment Management Group first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.94M in Q1 2022. 587 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Hutchens & Kramer Investment Management Group held 138,750 shares of Schwab US Large- Cap ETF worth $4.08M as of Q2 2026.
Hutchens & Kramer Investment Management Group sold 3,297 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $94.1K.
Schwab US Large- Cap ETF made up 1.09% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #26 holding.
Hutchens & Kramer Investment Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
Hutchens & Kramer Investment Management Group's Schwab US Large- Cap ETF position peaked at $5.94M in Q1 2022.
587 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.