Natixis Advisors
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Natixis Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Natixis Advisors’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 		$7.79M Buy
264,763
+7,509
+3% +$214K 0.01% 799
2026
Q1 		$6.6M Buy
257,254
+26,489
+11% +$711K 0.01% 769
2025
Q4 		$6.21M Buy
230,765
+6,279
+3% +$168K 0.01% 758
2025
Q3 		$5.91M Sell
224,486
-168,511
-43% -$4.28M 0.01% 795
2025
Q2 		$9.61M Buy
392,997
+280,636
+250% +$6.34M 0.02% 664
2025
Q1 		$2.48M Buy
112,361
+21,659
+24% +$504K ﹤0.01% 1007
2024
Q4 		$2.1M Buy
90,702
+19,440
+27% +$453K ﹤0.01% 1080
2024
Q3 		$537K Buy
71,262
+14,181
+25% +$309K ﹤0.01% 1444
2024
Q2 		$1.22M Buy
57,081
+12,162
+27% +$251K ﹤0.01% 1188
2024
Q1 		$929K Buy
44,919
+2,709
+6% +$53.3K ﹤0.01% 1239
2023
Q4 		$793K Buy
42,210
+3,051
+8% +$53.6K ﹤0.01% 1274
2023
Q3 		$660K Buy
39,159
+465
+1% +$8.16K ﹤0.01% 1287
2023
Q2 		$675K Buy
+38,694
New +$639K ﹤0.01% 1263
2023
Q1 		– Sell
-30,963
Closed -$466K – 1499
2022
Q4 		$466K Sell
30,963
-2,289
-7% -$34.6K ﹤0.01% 1310
2022
Q3 		$469K Buy
+33,252
New +$522K ﹤0.01% 1300

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

Natixis Advisors's SCHX Position: Q2 2026 in Review

Natixis Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q2 2026, buying an estimated $214K and bringing the position to 264,763 shares worth $7.79M. The position accounts for 0.01% of the portfolio, ranked #799.

Natixis Advisors first reported a position in SCHX in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.61M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Natixis Advisors held 264,763 shares of Schwab US Large- Cap ETF worth $7.79M as of Q2 2026.
  • Natixis Advisors bought 7,509 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $214K.
  • Schwab US Large- Cap ETF made up 0.01% of Natixis Advisors's portfolio in Q2 2026, its #799 holding.
  • Natixis Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Natixis Advisors's Schwab US Large- Cap ETF position peaked at $9.61M in Q2 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.