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 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 $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

Klingman & Associates's SCHX Position: Q1 2026 in Review

Klingman & Associates held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 30,778 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #153.

Klingman & Associates first reported a position in SCHX in Q2 2022 and has held it in 10 quarters since. The position peaked at $858K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Klingman & Associates held 30,778 shares of Schwab US Large- Cap ETF worth $789K as of Q1 2026.
Klingman & Associates left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #153 holding.
Klingman & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 10 quarters since.
Klingman & Associates's Schwab US Large- Cap ETF position peaked at $858K in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.