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

North Star 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 Q2	$119K	Buy	4,044 +10	+0.2%	+$286	0.01%	578
2026 Q1	$103K	Buy	4,034 +12	+0.3%	+$322	0.01%	595
2025 Q4	$108K	Sell	4,022 -264	-6%	-$7.05K	0.01%	537
2025 Q3	$113K	Buy	4,286 +11	+0.3%	+$279	0.01%	513
2025 Q2	$104K	Buy	4,275 +288	+7%	+$6.51K	0.01%	516
2025 Q1	$88K	Buy	3,987 +12	+0.3%	+$279	0.01%	529
2024 Q4	$92.1K	Buy	3,975 +12	+0.3%	+$280	0.01%	522
2024 Q3	$89.6K	Buy	3,963 +24	+0.6%	+$523	0.01%	518
2024 Q2	$84.3K	Hold	3,939	–	–	0.01%	525
2024 Q1	$81.5K	Buy	3,939 +12	+0.3%	+$236	0.01%	539
2023 Q4	$73.8K	Buy	+3,927	New	+$69K	0.01%	535

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

North Star Investment Management's SCHX Position: Q2 2026 in Review

North Star Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, buying an estimated $286 and bringing the position to 4,044 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #578.

North Star Investment Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,609 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

North Star Investment Management held 4,044 shares of Schwab US Large- Cap ETF worth $119K as of Q2 2026.
North Star Investment Management bought 10 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $286.
Schwab US Large- Cap ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #578 holding.
North Star Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,609 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.