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Nicollet Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nicollet Investment Management’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 		$7.51M Sell
292,876
-654
-0.2% -$17.5K 2.57% 12
2025
Q4 		$7.9M Hold
293,530
– – 2.5% 12
2025
Q3 		$7.73M Sell
293,530
-18,977
-6% -$482K 2.52% 12
2025
Q2 		$7.64M Sell
312,507
-2,613
-0.8% -$59.1K 2.56% 11
2025
Q1 		$6.96M Buy
315,120
+4
+0% +$93 2.45% 11
2024
Q4 		$7.3M Buy
315,116
+113
+0% +$2.63K 2.51% 11
2024
Q3 		$7.12M Buy
315,003
+9,834
+3% +$214K 2.46% 10
2024
Q2 		$6.54M Buy
305,169
+102
+0% +$2.11K 2.44% 10
2024
Q1 		$6.31M Sell
305,067
-36,954
-11% -$727K 2.33% 11
2023
Q4 		$6.43M Sell
342,021
-9,981
-3% -$175K 2.62% 11
2023
Q3 		$5.94M Sell
352,002
-21
-0% -$368 2.66% 11
2023
Q2 		$6.14M Buy
352,023
+45
+0% +$743 2.74% 9
2023
Q1 		$5.67M Buy
351,978
+96
+0% +$1.51K 2.95% 9
2022
Q4 		$5.3M Buy
351,882
+1,602
+0.5% +$24.2K 3.06% 8
2022
Q3 		$4.95M Sell
350,280
-810
-0.2% -$12.7K 2.7% 10
2022
Q2 		$5.23M Hold
351,090
– – 2.82% 8
2022
Q1 		$6.3M Hold
351,090
– – 2.8% 9
2021
Q4 		$6.66M Sell
351,090
-6,870
-2% -$127K 2.68% 8
2021
Q3 		$6.21M Hold
357,960
– – 2.61% 10
2021
Q2 		$6.2M Sell
357,960
-2,388
-0.7% -$40.3K 2.53% 9
2021
Q1 		$5.77M Hold
360,348
– – 2.53% 9
2020
Q4 		$5.46M Sell
360,348
-1,896
-0.5% -$27.1K 2.45% 9
2020
Q3 		$4.87M Buy
362,244
+6,552
+2% +$87.1K 2.46% 10
2020
Q2 		$4.39M Buy
355,692
+162
+0% +$1.89K 2.45% 10
2020
Q1 		$3.63M Buy
355,530
+23,814
+7% +$289K 2.69% 7
2019
Q4 		$4.25K Sell
331,716
-12,594
-4% -$154K 1.99% 9
2019
Q3 		$4.07M Sell
344,310
-16,548
-5% -$195K 2.58% 8
2019
Q2 		$4.22M Buy
360,858
+14,262
+4% +$164K 2.65% 8
2019
Q1 		$3.91M Buy
346,596
+297,234
+602% +$3.22M 2.57% 8
2018
Q4 		$491K Sell
49,362
-1,080
-2% -$11.6K 0.39% 54
2018
Q3 		$585K Buy
50,442
+15,060
+43% +$171K 0.38% 59
2018
Q2 		$383K Buy
35,382
+30
+0.1% +$324 0.28% 65
2018
Q1 		$372K Buy
35,352
+1,560
+5% +$17K 0.29% 64
2017
Q4 		$359K Buy
+33,792
New +$350K 0.3% 62

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Nicollet Investment Management's SCHX Position: Q1 2026 in Review

Nicollet Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.22% in Q1 2026, selling an estimated $17.5K and leaving 292,876 shares worth $7.51M. The position accounts for 2.57% of the portfolio, ranked #12.

Nicollet Investment Management first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.9M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Nicollet Investment Management held 292,876 shares of Schwab US Large- Cap ETF worth $7.51M as of Q1 2026.
  • Nicollet Investment Management sold 654 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $17.5K.
  • Schwab US Large- Cap ETF made up 2.57% of Nicollet Investment Management's portfolio in Q1 2026, its #12 holding.
  • Nicollet Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Nicollet Investment Management's Schwab US Large- Cap ETF position peaked at $7.9M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Nicollet Investment Management's 13F filing for Q1 2026, filed 13 May 2026.