NorthStar Asset Management (New Jersey)’s Schwab US Large- Cap ETF SCHX Stock Holding History

NorthStar Asset Management (New Jersey)’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	$202K	Sell	7,862 -95	-1%	-$2.55K	0.1%	94
2025 Q4	$214K	Buy	7,957 +51	+0.6%	+$1.36K	0.1%	102
2025 Q3	$208K	Sell	7,906 -1,160	-13%	-$29.5K	0.1%	95
2025 Q2	$222K	Buy	+9,066	New	+$205K	0.12%	87
2025 Q1	–	Sell	-11,144	Closed	-$258K	–	95
2024 Q4	$258K	Sell	11,144 -817	-7%	-$19K	0.16%	71
2024 Q3	$271K	Sell	11,961 -276	-2%	-$6.01K	0.18%	70
2024 Q2	$262K	Sell	12,237 -2,178	-15%	-$45K	0.18%	68
2024 Q1	$298K	Sell	14,415 -2,694	-16%	-$53K	0.23%	59
2023 Q4	$322K	Buy	+17,109	New	+$300K	0.29%	55

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

NorthStar Asset Management (New Jersey)'s SCHX Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q1 2026, selling an estimated $2.55K and leaving 7,862 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #94.

NorthStar Asset Management (New Jersey) first reported a position in SCHX in Q4 2023 and has held it in 9 quarters since. The position peaked at $322K in Q4 2023. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

NorthStar Asset Management (New Jersey) held 7,862 shares of Schwab US Large- Cap ETF worth $202K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 95 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.55K.
Schwab US Large- Cap ETF made up 0.1% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #94 holding.
NorthStar Asset Management (New Jersey) first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 9 quarters since.
NorthStar Asset Management (New Jersey)'s Schwab US Large- Cap ETF position peaked at $322K in Q4 2023.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.