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Johnson Financial Group Inc (Wisconsin)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$274K Hold
9,318
– – 0.01% 287
2026
Q1 		$239K Sell
9,318
-272
-3% -$7.3K 0.01% 299
2025
Q4 		$258K Sell
9,590
-415
-4% -$11.1K 0.01% 295
2025
Q3 		$264K Sell
10,005
-624
-6% -$15.8K 0.01% 317
2025
Q2 		$260K Buy
10,629
+39
+0.4% +$882 0.01% 272
2025
Q1 		$234K Hold
10,590
– – 0.01% 325
2024
Q4 		$253K Buy
10,590
+7,800
+280% +$182K 0.01% 273
2024
Q3 		$63.1K Sell
2,790
-339
-11% -$7.39K ﹤0.01% 499
2024
Q2 		$67.2K Sell
3,129
-1,110
-26% -$22.9K ﹤0.01% 427
2024
Q1 		$87.7K Sell
4,239
-1,659
-28% -$32.7K ﹤0.01% 367
2023
Q4 		$111K Buy
5,898
+2,457
+71% +$43.1K 0.01% 361
2023
Q3 		$58K Buy
3,441
+804
+30% +$14.1K ﹤0.01% 384
2023
Q2 		$46K Sell
2,637
-8,586
-77% -$142K ﹤0.01% 417
2023
Q1 		$181K Buy
11,223
+9,357
+501% +$147K 0.01% 277
2022
Q4 		$28.1K Hold
1,866
– – ﹤0.01% 404
2022
Q3 		$26K Buy
+1,866
New +$29.3K ﹤0.01% 414
2021
Q3 		– Sell
-288
Closed -$5K – 789
2021
Q2 		$5K Sell
288
-4,674
-94% -$78.9K ﹤0.01% 601
2021
Q1 		$79K Sell
4,962
-1,182
-19% -$18.5K 0.01% 358
2020
Q4 		$94K Sell
6,144
-300
-5% -$4.29K 0.01% 260
2020
Q3 		$87K Sell
6,444
-600
-9% -$7.97K 0.01% 236
2020
Q2 		$87K Buy
7,044
+4,656
+195% +$54.3K 0.01% 224
2020
Q1 		$24K Hold
2,388
– – ﹤0.01% 339
2019
Q4 		$31K Sell
2,388
-630
-21% -$7.72K ﹤0.01% 345
2019
Q3 		$36K Hold
3,018
– – ﹤0.01% 365
2019
Q2 		$35K Hold
3,018
– – ﹤0.01% 355
2019
Q1 		$34K Buy
3,018
+630
+26% +$6.83K ﹤0.01% 349
2018
Q4 		$24K Buy
+2,388
New +$25.6K ﹤0.01% 373
2018
Q3 		– Sell
-90
Closed -$1K – 559
2018
Q2 		$1K Buy
+90
New +$971 ﹤0.01% 533
2015
Q3 		– Sell
-48
Closed – – 845
2015
Q2 		$0 Buy
+48
New +$403 ﹤0.01% 921

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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

Johnson Financial Group Inc (Wisconsin)'s SCHX Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,318 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #287.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHX in Q2 2015 and has held it in 29 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 9,318 shares of Schwab US Large- Cap ETF worth $274K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #287 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 29 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.