Klingman & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Klingman & Associates’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 Q3	$923K	Hold	30,778	–	–	0.04%	158
2026 Q2	$906K	Hold	30,778	–	–	0.04%	150
2026 Q1	$789K	Hold	30,778	–	–	0.04%	153
2025 Q4	$828K	Sell	30,778 -1,806	-6%	-$48.2K	0.04%	142
2025 Q3	$858K	Hold	32,584	–	–	0.04%	133
2025 Q2	$796K	Hold	32,584	–	–	0.04%	127
2025 Q1	$719K	Buy	32,584 +5,695	+21%	+$133K	0.04%	123
2024 Q4	$623K	Sell	26,889 -2,742	-9%	-$63.9K	0.04%	130
2024 Q3	$670K	Buy	29,631 +2,700	+10%	+$58.8K	0.04%	135
2024 Q2	$577K	Hold	26,931	–	–	0.04%	129
2024 Q1	$557K	Buy	+26,931	New	+$530K	0.04%	130
2022 Q3	–	Sell	-16,737	Closed	-$249K	–	199
2022 Q2	$249K	Buy	+16,737	New	+$271K	0.02%	163

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Klingman & Associates's SCHX Position: Q3 2026 in Review

Klingman & Associates held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 30,778 shares worth $923K. The position accounts for 0.04% of the portfolio, ranked #158.

Klingman & Associates first reported a position in SCHX in Q2 2022 and has held it in 12 quarters since. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Klingman & Associates held 30,778 shares of Schwab US Large- Cap ETF worth $923K as of Q3 2026.
Klingman & Associates left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #158 holding.
Klingman & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 12 quarters since.
1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.