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Parsons Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Parsons Capital 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 		$2.75M Buy
107,355
+9,242
+9% +$248K 0.13% 152
2025
Q4 		$2.64M Buy
98,113
+6,186
+7% +$165K 0.15% 145
2025
Q3 		$2.42M Buy
91,927
+3,483
+4% +$88.4K 0.14% 153
2025
Q2 		$2.16M Buy
88,444
+779
+0.9% +$17.6K 0.13% 157
2025
Q1 		$1.94M Buy
87,665
+1,824
+2% +$42.5K 0.11% 170
2024
Q4 		$1.99M Buy
85,841
+3,740
+5% +$87.2K 0.11% 163
2024
Q3 		$1.86M Buy
82,101
+19,143
+30% +$417K 0.12% 169
2024
Q2 		$1.35M Buy
62,958
+24,420
+63% +$505K 0.09% 192
2024
Q1 		$797K Buy
38,538
+11,598
+43% +$228K 0.05% 263
2023
Q4 		$506K Buy
26,940
+1,392
+5% +$24.4K 0.04% 309
2023
Q3 		$431K Hold
25,548
– – 0.03% 311
2023
Q2 		$446K Buy
25,548
+3,627
+17% +$59.9K 0.03% 314
2023
Q1 		$353K Buy
21,921
+3,396
+18% +$53.4K 0.03% 341
2022
Q4 		$279K Buy
18,525
+2,766
+18% +$41.9K 0.02% 365
2022
Q3 		$222K Buy
15,759
+2,121
+16% +$33.3K 0.02% 383
2022
Q2 		$203K Sell
13,638
-600
-4% -$9.72K 0.02% 396
2022
Q1 		$256K Sell
14,238
-216
-1% -$3.82K 0.02% 390
2021
Q4 		$274K Sell
14,454
-750
-5% -$13.9K 0.02% 392
2021
Q3 		$264K Sell
15,204
-12
-0.1% -$214 0.02% 385
2021
Q2 		$264K Hold
15,216
– – 0.02% 378
2021
Q1 		$244K Sell
15,216
-5,850
-28% -$91.7K 0.02% 370
2020
Q4 		$319K Sell
21,066
-624
-3% -$8.93K 0.03% 320
2020
Q3 		$291K Sell
21,690
-750
-3% -$9.96K 0.03% 300
2020
Q2 		$277K Sell
22,440
-1,692
-7% -$19.7K 0.03% 293
2020
Q1 		$246K Sell
24,132
-1,248
-5% -$15.2K 0.03% 279
2019
Q4 		$325K Sell
25,380
-2,550
-9% -$31.3K 0.03% 290
2019
Q3 		$330K Sell
27,930
-4,860
-15% -$57.3K 0.04% 281
2019
Q2 		$384K Sell
32,790
-1,440
-4% -$16.5K 0.04% 264
2019
Q1 		$386K Buy
34,230
+1,884
+6% +$20.4K 0.04% 260
2018
Q4 		$322K Sell
32,346
-2,298
-7% -$24.7K 0.04% 272
2018
Q3 		$402K Sell
34,644
-4,518
-12% -$51.4K 0.04% 277
2018
Q2 		$424K Sell
39,162
-3,312
-8% -$35.7K 0.05% 269
2018
Q1 		$447K Sell
42,474
-40,266
-49% -$438K 0.05% 262
2017
Q4 		$880K Sell
82,740
-28,788
-26% -$298K 0.1% 190
2017
Q3 		$1.12M Sell
111,528
-62,574
-36% -$614K 0.13% 154
2017
Q2 		$1.68M Sell
174,102
-17,544
-9% -$167K 0.2% 118
2017
Q1 		$1.8M Buy
191,646
+13,548
+8% +$125K 0.23% 114
2016
Q4 		$1.58M Buy
178,098
+7,260
+4% +$63.1K 0.21% 120
2016
Q3 		$1.47M Buy
170,838
+246
+0.1% +$2.11K 0.2% 122
2016
Q2 		$1.42M Buy
170,592
+20,574
+14% +$169K 0.19% 132
2016
Q1 		$1.22M Buy
150,018
+14,298
+11% +$110K 0.17% 145
2015
Q4 		$1.1M Buy
135,720
+5,748
+4% +$46.9K 0.15% 153
2015
Q3 		$991K Buy
129,972
+6,342
+5% +$51.3K 0.14% 160
2015
Q2 		$1.02M Buy
+123,630
New +$1.04M 0.13% 168
2015
Q1 		– Sell
-102,810
Closed -$840K – 608
2014
Q4 		$840K Buy
102,810
+3,540
+4% +$28.3K 0.11% 176
2014
Q3 		$777K Buy
99,270
+22,356
+29% +$176K 0.11% 181
2014
Q2 		$600K Buy
76,914
+14,496
+23% +$110K 0.08% 214
2014
Q1 		$465K Buy
62,418
+29,268
+88% +$214K 0.07% 235
2013
Q4 		$244K Buy
+33,150
New +$234K 0.04% 294

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 $1.54B AUM 16.9% 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

Parsons Capital Management's SCHX Position: Q1 2026 in Review

Parsons Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q1 2026, buying an estimated $248K and bringing the position to 107,355 shares worth $2.75M. The position accounts for 0.13% of the portfolio, ranked #152.

Parsons Capital Management first reported a position in SCHX in Q4 2013 and has held it in 49 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Parsons Capital Management held 107,355 shares of Schwab US Large- Cap ETF worth $2.75M as of Q1 2026.
  • Parsons Capital Management bought 9,242 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $248K.
  • Schwab US Large- Cap ETF made up 0.13% of Parsons Capital Management's portfolio in Q1 2026, its #152 holding.
  • Parsons Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 49 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.