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NorthRock Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

NorthRock Partners’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 		$10.3M Sell
403,164
-22,782
-5% -$611K 0.17% 80
2025
Q4 		$11.5M Buy
425,946
+14,566
+4% +$389K 0.19% 72
2025
Q3 		$10.8M Buy
411,380
+8,857
+2% +$225K 0.2% 65
2025
Q2 		$9.84M Buy
402,523
+2,433
+0.6% +$55K 0.26% 48
2025
Q1 		$8.83M Sell
400,090
-56,434
-12% -$1.31M 0.3% 43
2024
Q4 		$10.6M Buy
456,524
+2,708
+0.6% +$63.1K 0.34% 43
2024
Q3 		$10.3M Buy
453,816
+26,826
+6% +$585K 0.34% 41
2024
Q2 		$9.17M Sell
426,990
-26,976
-6% -$557K 0.35% 39
2024
Q1 		$9.38M Sell
453,966
-125,349
-22% -$2.47M 0.36% 41
2023
Q4 		$10.9M Buy
579,315
+131,346
+29% +$2.31M 0.46% 34
2023
Q3 		$7.56M Buy
447,969
+410,538
+1,097% +$7.2M 0.79% 21
2023
Q2 		$653K Sell
37,431
-378
-1% -$6.24K 0.07% 110
2023
Q1 		$610K Buy
37,809
+378
+1% +$5.95K 0.06% 127
2022
Q4 		$563K Sell
37,431
-11,508
-24% -$174K 0.06% 141
2022
Q3 		$691K Buy
48,939
+3
+0% +$47 0.08% 110
2022
Q2 		$728K Sell
48,936
-1,803
-4% -$29.2K 0.08% 115
2022
Q1 		$911K Buy
50,739
+849
+2% +$15K 0.08% 116
2021
Q4 		$946K Buy
49,890
+1,020
+2% +$18.8K 0.07% 108
2021
Q3 		$847K Hold
48,870
– – 0.07% 107
2021
Q2 		$847K Buy
48,870
+2,046
+4% +$34.5K 0.07% 97
2021
Q1 		$749K Buy
46,824
+8,550
+22% +$134K 0.07% 97
2020
Q4 		$580K Buy
38,274
+108
+0.3% +$1.54K 0.06% 117
2020
Q3 		$513K Sell
38,166
-54
-0.1% -$717 0.06% 117
2020
Q2 		$472K Buy
+38,220
New +$445K 0.06% 122
2019
Q4 		– Sell
-17,058
Closed -$202K – 294
2019
Q3 		$202K Buy
+17,058
New +$201K 0.03% 199

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

NorthRock Partners's SCHX Position: Q1 2026 in Review

NorthRock Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q1 2026, selling an estimated $611K and leaving 403,164 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #80.

NorthRock Partners first reported a position in SCHX in Q3 2019 and has held it in 25 quarters since. The position peaked at $11.5M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • NorthRock Partners held 403,164 shares of Schwab US Large- Cap ETF worth $10.3M as of Q1 2026.
  • NorthRock Partners sold 22,782 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $611K.
  • Schwab US Large- Cap ETF made up 0.17% of NorthRock Partners's portfolio in Q1 2026, its #80 holding.
  • NorthRock Partners first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 25 quarters since.
  • NorthRock Partners's Schwab US Large- Cap ETF position peaked at $11.5M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.