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

Johnson Financial Group LLC (Colorado)’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 Q1	$7.79M	Buy	303,852 +52,633	+21%	+$1.41M	0.52%	14
2025 Q4	$6.76M	Buy	251,219 +150,621	+150%	+$4.02M	0.42%	14
2025 Q3	$2.65M	Hold	100,598	–	–	0.24%	20
2025 Q2	$2.46M	Sell	100,598 -27,989	-22%	-$633K	0.23%	21
2025 Q1	$2.84M	Buy	128,587 +243	+0.2%	+$5.66K	0.3%	20
2024 Q4	$2.98M	Buy	128,344 +4,276	+3%	+$99.7K	0.35%	17
2024 Q3	$2.81M	Hold	124,068	–	–	0.34%	12
2024 Q2	$2.66M	Sell	124,068 -3,606	-3%	-$74.5K	0.35%	12
2024 Q1	$2.64M	Sell	127,674 -186	-0.1%	-$3.66K	0.33%	13
2023 Q4	$2.4M	Hold	127,860	–	–	0.31%	16
2023 Q3	$2.16M	Hold	127,860	–	–	0.31%	12
2023 Q2	$2.23M	Hold	127,860	–	–	0.3%	12
2023 Q1	$2.06M	Buy	127,860 +82,254	+180%	+$1.29M	0.31%	13
2022 Q4	$686K	Sell	45,606 -4,009,710	-99%	-$60.7M	0.12%	20
2022 Q3	$57.2M	Buy	4,055,316 +3,653,475	+909%	+$57.3M	7.83%	3
2022 Q2	$5.98M	Buy	+401,841	New	+$6.51M	1.22%	10
2019 Q1	–	Sell	-1,331,076	Closed	-$13.2M	–	34
2018 Q4	$13.2M	Buy	+1,331,076	New	+$14.3M	7.14%	6

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s SCHX Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q1 2026, buying an estimated $1.41M and bringing the position to 303,852 shares worth $7.79M. The position accounts for 0.52% of the portfolio, ranked #14.

Johnson Financial Group LLC (Colorado) first reported a position in SCHX in Q4 2018 and has held it in 17 quarters since. The position peaked at $57.2M in Q3 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 303,852 shares of Schwab US Large- Cap ETF worth $7.79M as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 52,633 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.41M.
Schwab US Large- Cap ETF made up 0.52% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #14 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 17 quarters since.
Johnson Financial Group LLC (Colorado)'s Schwab US Large- Cap ETF position peaked at $57.2M in Q3 2022.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.