Osaic Holdings
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Osaic Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Osaic Holdings’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 		$85.2M Buy
3,321,973
+524,003
+19% +$14.1M 0.12% 168
2025
Q4 		$75.3M Buy
2,797,970
+135,942
+5% +$3.63M 0.11% 182
2025
Q3 		$69.7M Buy
2,662,028
+1,348,961
+103% +$34.3M 0.1% 208
2025
Q2 		$32M Buy
1,313,067
+163,344
+14% +$3.69M 0.06% 347
2025
Q1 		$25.4M Buy
1,149,723
+271,995
+31% +$6.33M 0.06% 349
2024
Q4 		$20.3M Buy
877,728
+21,558
+3% +$502K 0.05% 396
2024
Q3 		$19.4M Sell
856,170
-127,029
-13% -$2.77M 0.04% 420
2024
Q2 		$21.1M Buy
983,199
+294,504
+43% +$6.09M 0.05% 380
2024
Q1 		$14.2M Sell
688,695
-57,486
-8% -$1.13M 0.03% 534
2023
Q4 		$14M Sell
746,181
-248,442
-25% -$4.36M 0.02% 621
2023
Q3 		$16.8M Sell
994,623
-356,217
-26% -$6.25M 0.02% 612
2023
Q2 		$23.6M Sell
1,350,840
-3,745,023
-73% -$61.8M 0.04% 404
2023
Q1 		$82.2M Sell
5,095,863
-11,964
-0.2% -$188K 0.15% 133
2022
Q4 		$76.9M Sell
5,107,827
-50,694
-1% -$767K 0.16% 139
2022
Q3 		$72.8M Sell
5,158,521
-389,481
-7% -$6.11M 0.17% 124
2022
Q2 		$82.6M Buy
5,548,002
+248,466
+5% +$4.03M 0.18% 110
2022
Q1 		$91.7M Buy
5,299,536
+116,634
+2% +$2.06M 0.18% 108
2021
Q4 		$98.3M Sell
5,182,902
-1,234,572
-19% -$22.8M 0.19% 105
2021
Q3 		$111M Sell
6,417,474
-797,580
-11% -$14.2M 0.23% 87
2021
Q2 		$125M Sell
7,215,054
-733,674
-9% -$12.4M 0.27% 76
2021
Q1 		$127M Buy
7,948,728
+223,188
+3% +$3.5M 0.31% 71
2020
Q4 		$117M Sell
7,725,540
-397,152
-5% -$5.68M 0.31% 66
2020
Q3 		$109M Buy
8,122,692
+492,330
+6% +$6.54M 0.33% 56
2020
Q2 		$94.5M Sell
7,630,362
-33,267,420
-81% -$388M 0.32% 60
2020
Q1 		$71M Buy
+40,897,782
New +$497M 0.29% 69

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

Osaic Holdings's SCHX Position: Q1 2026 in Review

Osaic Holdings increased its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q1 2026, buying an estimated $14.1M and bringing the position to 3,321,973 shares worth $85.2M. The position accounts for 0.12% of the portfolio, ranked #168.

Osaic Holdings first reported a position in SCHX in Q1 2020 and has held it in 25 quarters since. The position peaked at $127M in Q1 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Osaic Holdings held 3,321,973 shares of Schwab US Large- Cap ETF worth $85.2M as of Q1 2026.
  • Osaic Holdings bought 524,003 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $14.1M.
  • Schwab US Large- Cap ETF made up 0.12% of Osaic Holdings's portfolio in Q1 2026, its #168 holding.
  • Osaic Holdings first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Schwab US Large- Cap ETF position peaked at $127M in Q1 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.