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Ironwood Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ironwood Financial’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 		$1.72M Sell
58,158
-2,412
-4% -$68.9K 0.27% 71
2026
Q1 		$1.55M Sell
60,570
-977
-2% -$26.2K 0.27% 69
2025
Q4 		$1.69M Sell
61,547
-2,293
-4% -$61.2K 0.29% 67
2025
Q3 		$1.68M Sell
63,840
-4,746
-7% -$121K 0.3% 65
2025
Q2 		$1.51M Hold
68,586
– – 0.32% 65
2025
Q1 		$1.51M Sell
68,586
-312
-0.5% -$7.26K 0.32% 65
2024
Q4 		$1.6M Buy
68,898
+8,223
+14% +$192K 0.34% 60
2024
Q3 		$1.37M Sell
60,675
-978
-2% -$21.3K 0.29% 64
2024
Q2 		$1.32M Sell
61,653
-387
-0.6% -$8K 0.3% 65
2024
Q1 		$1.28M Buy
62,040
+15
+0% +$295 0.3% 64
2023
Q4 		$1.17M Sell
62,025
-867
-1% -$15.2K 0.28% 64
2023
Q3 		$1.06M Sell
62,892
-1,629
-3% -$28.6K 0.29% 58
2023
Q2 		$1.13M Buy
64,521
+2,472
+4% +$40.8K 0.3% 59
2023
Q1 		$1M Buy
62,049
+1,632
+3% +$25.7K 0.28% 61
2022
Q4 		$909K Buy
60,417
+1,152
+2% +$17.4K 0.28% 62
2022
Q3 		$837K Sell
59,265
-3,996
-6% -$62.7K 0.28% 64
2022
Q2 		$942K Buy
63,261
+4,254
+7% +$68.9K 0.3% 61
2022
Q1 		$1.06M Sell
59,007
-207
-0.3% -$3.67K 0.3% 62
2021
Q4 		$1.12M Sell
59,214
-1,134
-2% -$20.9K 0.31% 57
2021
Q3 		$1.05M Buy
60,348
+102
+0.2% +$1.82K 0.31% 58
2021
Q2 		$1.04M Buy
60,246
+672
+1% +$11.3K 0.31% 58
2021
Q1 		$953K Buy
59,574
+2,436
+4% +$38.2K 0.31% 60
2020
Q4 		$866K Sell
57,138
-1,404
-2% -$20.1K 0.32% 55
2020
Q3 		$787K Buy
58,542
+2,754
+5% +$36.6K 0.4% 40
2020
Q2 		$689K Sell
55,788
-1,434
-3% -$16.7K 0.37% 38
2020
Q1 		$584K Sell
57,222
-262,278
-82% -$3.19M 0.4% 24
2019
Q4 		$4.09M Sell
319,500
-13,062
-4% -$160K 1.87% 12
2019
Q3 		$3.93M Buy
332,562
+24,492
+8% +$289K 1.89% 12
2019
Q2 		$3.6M Buy
308,070
+20,322
+7% +$233K 1.77% 14
2019
Q1 		$3.24M Buy
287,748
+6,876
+2% +$74.5K 1.68% 16
2018
Q4 		$2.79M Buy
280,872
+64,146
+30% +$688K 1.57% 15
2018
Q3 		$2.51M Buy
216,726
+4,752
+2% +$54K 1.33% 16
2018
Q2 		$2.3M Buy
211,974
+2,634
+1% +$28.4K 1.33% 15
2018
Q1 		$2.2M Buy
209,340
+35,244
+20% +$383K 2.39% 6
2017
Q4 		$1.85M Sell
174,096
-1,464
-0.8% -$15.2K 1.11% 20
2017
Q3 		$1.76M Buy
175,560
+8,064
+5% +$79.2K 1.08% 21
2017
Q2 		$1.61M Buy
167,496
+9,570
+6% +$91.3K 1.04% 17
2017
Q1 		$1.48M Sell
157,926
-12,690
-7% -$117K 0.98% 18
2016
Q4 		$1.51M Sell
170,616
-46,950
-22% -$408K 1.06% 20
2016
Q3 		$1.87M Sell
217,566
-14,682
-6% -$126K 1.34% 15
2016
Q2 		$1.93M Sell
232,248
-18,768
-7% -$154K 1.44% 15
2016
Q1 		$2.04M Buy
+251,016
New +$1.94M 1.58% 15
2015
Q3 		$9.9M Buy
1,298,190
+90,978
+8% +$736K 4.87% 4
2015
Q2 		$9.92M Buy
1,207,212
+15,276
+1% +$128K 4.7% 5
2015
Q1 		$9.85M Sell
1,191,936
-40,470
-3% -$333K 4.74% 5
2014
Q4 		$10.1M Buy
+1,232,406
New +$9.85M 5.55% 3

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Ironwood Financial's SCHX Position: Q2 2026 in Review

Ironwood Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q2 2026, selling an estimated $68.9K and leaving 58,158 shares worth $1.72M. The position accounts for 0.27% of the portfolio, ranked #71.

Ironwood Financial first reported a position in SCHX in Q4 2014 and has held it in 46 quarters since. The position peaked at $10.1M in Q4 2014. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ironwood Financial held 58,158 shares of Schwab US Large- Cap ETF worth $1.72M as of Q2 2026.
  • Ironwood Financial sold 2,412 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $68.9K.
  • Schwab US Large- Cap ETF made up 0.27% of Ironwood Financial's portfolio in Q2 2026, its #71 holding.
  • Ironwood Financial first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Ironwood Financial's Schwab US Large- Cap ETF position peaked at $10.1M in Q4 2014.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.