Russell Investments Group
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Russell Investments Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Russell Investments Group’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 		$1.4M Buy
47,490
+2,542
+6% +$72.6K ﹤0.01% 2280
2026
Q1 		$1.15M Sell
44,948
-20,417
-31% -$548K ﹤0.01% 2144
2025
Q4 		$1.76M Sell
65,365
-5,031
-7% -$134K ﹤0.01% 1939
2025
Q3 		$1.85M Buy
70,396
+8,284
+13% +$210K ﹤0.01% 1901
2025
Q2 		$1.52M Buy
62,112
+15,522
+33% +$351K ﹤0.01% 1858
2025
Q1 		$1.03M Sell
46,590
-8,266
-15% -$192K ﹤0.01% 2024
2024
Q4 		$1.27M Buy
54,856
+1,345
+3% +$31.3K ﹤0.01% 1893
2024
Q3 		$1.21M Sell
53,511
-2,433
-4% -$53K ﹤0.01% 1946
2024
Q2 		$1.2M Buy
55,944
+55,824
+46,520% +$1.15M ﹤0.01% 1884
2024
Q1 		$2.47K Hold
120
– – ﹤0.01% 3045
2023
Q4 		$2.23K Buy
120
+3
+3% +$53 ﹤0.01% 2994
2023
Q3 		$2K Hold
117
– – ﹤0.01% 3263
2023
Q2 		$2.06K Hold
117
– – ﹤0.01% 3235
2023
Q1 		$1.89K Buy
+117
New +$1.84K ﹤0.01% 3015

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Russell Investments Group's SCHX Position: Q2 2026 in Review

Russell Investments Group increased its Schwab US Large- Cap ETF (SCHX) stake by 5.7% in Q2 2026, buying an estimated $72.6K and bringing the position to 47,490 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Russell Investments Group first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.85M in Q3 2025. 1,195 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Russell Investments Group held 47,490 shares of Schwab US Large- Cap ETF worth $1.4M as of Q2 2026.
  • Russell Investments Group bought 2,542 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $72.6K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2280 holding.
  • Russell Investments Group first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Russell Investments Group's Schwab US Large- Cap ETF position peaked at $1.85M in Q3 2025.
  • 1,195 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.