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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
Q2 		$8.94M Buy
303,904
+52
+0% +$1.49K 0.48% 13
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
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

Johnson Financial Group LLC (Colorado)'s SCHX Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q2 2026, buying an estimated $1.49K and bringing the position to 303,904 shares worth $8.94M. The position accounts for 0.48% of the portfolio, ranked #13.

Johnson Financial Group LLC (Colorado) first reported a position in SCHX in Q4 2018 and has held it in 18 quarters since. The position peaked at $57.2M in Q3 2022. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 303,904 shares of Schwab US Large- Cap ETF worth $8.94M as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 52 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.49K.
  • Schwab US Large- Cap ETF made up 0.48% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #13 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Schwab US Large- Cap ETF position peaked at $57.2M in Q3 2022.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.