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

Ironwood 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
Q2 		$784K Buy
26,632
+3,780
+17% +$108K 0.1% 149
2026
Q1 		$586K Buy
22,852
+1,210
+6% +$32.5K 0.08% 165
2025
Q4 		$582K Sell
21,642
-952
-4% -$25.4K 0.08% 165
2025
Q3 		$595K Sell
22,594
-6,547
-22% -$166K 0.09% 163
2025
Q2 		$712K Sell
29,141
-41
-0.1% -$927 0.11% 137
2025
Q1 		$644K Buy
29,182
+12
+0% +$279 0.11% 140
2024
Q4 		$676K Sell
29,170
-4,661
-14% -$109K 0.12% 141
2024
Q3 		$765K Buy
33,831
+39
+0.1% +$850 0.13% 136
2024
Q2 		$724K Hold
33,792
– – 0.13% 138
2024
Q1 		$699K Sell
33,792
-600
-2% -$11.8K 0.12% 142
2023
Q4 		$647K Sell
34,392
-774
-2% -$13.6K 0.12% 147
2023
Q3 		$593K Buy
35,166
+8,256
+31% +$145K 0.12% 141
2023
Q2 		$470K Buy
26,910
+14,187
+112% +$234K 0.11% 132
2023
Q1 		$205K Sell
12,723
-7,812
-38% -$123K 0.05% 201
2022
Q4 		$309K Buy
+20,535
New +$311K 0.08% 167

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ironwood Investment Counsel's SCHX Position: Q2 2026 in Review

Ironwood Investment Counsel increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q2 2026, buying an estimated $108K and bringing the position to 26,632 shares worth $784K. The position accounts for 0.1% of the portfolio, ranked #149.

Ironwood Investment Counsel first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,045 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ironwood Investment Counsel held 26,632 shares of Schwab US Large- Cap ETF worth $784K as of Q2 2026.
  • Ironwood Investment Counsel bought 3,780 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $108K.
  • Schwab US Large- Cap ETF made up 0.1% of Ironwood Investment Counsel's portfolio in Q2 2026, its #149 holding.
  • Ironwood Investment Counsel first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.