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Segall Bryant & Hamill’s Schwab US Large- Cap ETF SCHX Stock Holding History

Segall Bryant & Hamill’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 		$7.09M Hold
276,549
– – 0.1% 265
2025
Q4 		$7.44M Buy
+276,549
New +$7.39M 0.1% 268
2023
Q4 		– Sell
-62,427
Closed -$1.05M – 461
2023
Q3 		$1.05M Sell
62,427
-7,746
-11% -$136K 0.01% 443
2023
Q2 		$1.22M Buy
70,173
+10,695
+18% +$177K 0.01% 467
2023
Q1 		$959K Sell
59,478
-1,743
-3% -$27.4K 0.01% 490
2022
Q4 		$921K Sell
61,221
-246
-0.4% -$3.72K 0.01% 499
2022
Q3 		$867K Sell
61,467
-40,431
-40% -$634K 0.01% 507
2022
Q2 		$1.52M Sell
101,898
-834
-0.8% -$13.5K 0.02% 458
2022
Q1 		$1.84M Buy
+102,732
New +$1.82M 0.02% 456
2021
Q4 		– Sell
-101,772
Closed -$1.76M – 723
2021
Q3 		$1.76M Sell
101,772
-396
-0.4% -$7.06K 0.02% 474
2021
Q2 		$1.77M Buy
102,168
+846
+0.8% +$14.3K 0.02% 464
2021
Q1 		$1.62M Buy
101,322
+5,004
+5% +$78.4K 0.02% 493
2020
Q4 		$1.46M Buy
96,318
+150
+0.2% +$2.15K 0.02% 448
2020
Q3 		$1.29M Buy
96,168
+7,452
+8% +$99K 0.02% 438
2020
Q2 		$1.09M Sell
88,716
-23,580
-21% -$275K 0.02% 418
2020
Q1 		$1.15M Sell
112,296
-3,312
-3% -$40.2K 0.02% 427
2019
Q4 		$1.48M Sell
115,608
-1,410
-1% -$17.3K 0.02% 451
2019
Q3 		$1.38M Sell
117,018
-2,886
-2% -$34K 0.02% 477
2019
Q2 		$1.4M Buy
119,904
+3,810
+3% +$43.8K 0.02% 471
2019
Q1 		$1.31M Sell
116,094
-18,318
-14% -$198K 0.02% 490
2018
Q4 		$1.34M Sell
134,412
-4,494
-3% -$48.2K 0.02% 473
2018
Q3 		$1.61M Buy
138,906
+1,974
+1% +$22.4K 0.02% 473
2018
Q2 		$1.48M Buy
+136,932
New +$1.48M 0.02% 477

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

Segall Bryant & Hamill's SCHX Position: Q1 2026 in Review

Segall Bryant & Hamill held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 276,549 shares worth $7.09M. The position accounts for 0.1% of the portfolio, ranked #265.

Segall Bryant & Hamill first reported a position in SCHX in Q2 2018 and has held it in 23 quarters since. The position peaked at $7.44M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Segall Bryant & Hamill held 276,549 shares of Schwab US Large- Cap ETF worth $7.09M as of Q1 2026.
  • Segall Bryant & Hamill left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.1% of Segall Bryant & Hamill's portfolio in Q1 2026, its #265 holding.
  • Segall Bryant & Hamill first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 23 quarters since.
  • Segall Bryant & Hamill's Schwab US Large- Cap ETF position peaked at $7.44M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.