SIC
SCHX icon

Sigma Investment Counselors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sigma Investment Counselors’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 		$3.45M Sell
117,063
-2,511
-2% -$71.7K 0.17% 78
2026
Q1 		$3.07M Sell
119,574
-80,974
-40% -$2.17M 0.16% 80
2025
Q4 		$5.4M Sell
200,548
-12,223
-6% -$326K 0.27% 63
2025
Q3 		$5.6M Buy
212,771
+556
+0.3% +$14.1K 0.29% 57
2025
Q2 		$5.19M Buy
212,215
+88,574
+72% +$2M 0.29% 59
2025
Q1 		$2.73M Sell
123,641
-85,795
-41% -$2M 0.17% 76
2024
Q4 		$4.85M Buy
209,436
+2,505
+1% +$58.4K 0.29% 60
2024
Q3 		$4.68M Buy
206,931
+456
+0.2% +$9.94K 0.27% 63
2024
Q2 		$4.42M Buy
206,475
+3,099
+2% +$64K 0.28% 61
2024
Q1 		$4.21M Buy
203,376
+2,142
+1% +$42.2K 0.27% 59
2023
Q4 		$3.78M Buy
201,234
+18,930
+10% +$332K 0.27% 61
2023
Q3 		$3.07M Buy
182,304
+12,288
+7% +$216K 0.23% 68
2023
Q2 		$2.97M Buy
170,016
+1,269
+0.8% +$21K 0.22% 67
2023
Q1 		$2.72M Buy
168,747
+7,767
+5% +$122K 0.21% 71
2022
Q4 		$2.42M Sell
160,980
-1,578
-1% -$23.9K 0.2% 72
2022
Q3 		$2.29M Buy
162,558
+3,420
+2% +$53.7K 0.2% 70
2022
Q2 		$2.37M Buy
159,138
+2,286
+1% +$37K 0.19% 72
2022
Q1 		$2.82M Buy
156,852
+600
+0.4% +$10.6K 0.2% 72
2021
Q4 		$2.96M Sell
156,252
-3,564
-2% -$65.8K 0.21% 69
2021
Q3 		$2.77M Sell
159,816
-3,198
-2% -$57K 0.21% 70
2021
Q2 		$2.83M Sell
163,014
-6,576
-4% -$111K 0.21% 70
2021
Q1 		$2.71M Sell
169,590
-672
-0.4% -$10.5K 0.22% 71
2020
Q4 		$2.58M Buy
170,262
+67,098
+65% +$960K 0.22% 70
2020
Q3 		$1.39M Sell
103,164
-77,670
-43% -$1.03M 0.27% 63
2020
Q2 		$2.23M Sell
180,834
-3,918
-2% -$45.7K 0.24% 71
2020
Q1 		$1.89M Sell
184,752
-4,374
-2% -$53.1K 0.24% 64
2019
Q4 		$2.42M Buy
189,126
+1,710
+0.9% +$21K 0.25% 66
2019
Q3 		$2.22M Sell
187,416
-1,098
-0.6% -$12.9K 0.25% 65
2019
Q2 		$2.21M Buy
188,514
+5,736
+3% +$65.9K 0.26% 62
2019
Q1 		$2.06M Buy
182,778
+8,820
+5% +$95.6K 0.25% 65
2018
Q4 		$1.73M Buy
173,958
+15,282
+10% +$164K 0.24% 67
2018
Q3 		$1.84M Buy
158,676
+534
+0.3% +$6.07K 0.23% 66
2018
Q2 		$1.71M Buy
158,142
+4,860
+3% +$52.4K 0.23% 66
2018
Q1 		$1.61M Buy
153,282
+9,930
+7% +$108K 0.22% 67
2017
Q4 		$1.52M Buy
143,352
+510
+0.4% +$5.28K 0.21% 68
2017
Q3 		$1.43M Buy
142,842
+16,602
+13% +$163K 0.2% 69
2017
Q2 		$1.22M Buy
126,240
+5,022
+4% +$47.9K 0.19% 70
2017
Q1 		$1.14M Sell
121,218
-33,654
-22% -$311K 0.18% 71
2016
Q4 		$1.38M Buy
154,872
+14,346
+10% +$125K 0.22% 69
2016
Q3 		$1.21M Buy
140,526
+5,400
+4% +$46.3K 0.2% 72
2016
Q2 		$1.12M Buy
135,126
+6,066
+5% +$49.9K 0.19% 72
2016
Q1 		$1.05M Buy
129,060
+2,958
+2% +$22.8K 0.19% 72
2015
Q4 		$1.02M Buy
126,102
+25,494
+25% +$208K 0.19% 71
2015
Q3 		$767K Buy
100,608
+7,260
+8% +$58.7K 0.15% 73
2015
Q2 		$767K Buy
93,348
+450
+0.5% +$3.78K 0.14% 75
2015
Q1 		$767K Buy
92,898
+9,708
+12% +$79.9K 0.14% 74
2014
Q4 		$680K Buy
83,190
+12,768
+18% +$102K 0.13% 82
2014
Q3 		$552K Buy
70,422
+3,936
+6% +$31K 0.11% 83
2014
Q2 		$519K Buy
66,486
+5,964
+10% +$45.2K 0.1% 81
2014
Q1 		$451K Buy
60,522
+26,172
+76% +$192K 0.09% 83
2013
Q4 		$252K Buy
34,350
+1,020
+3% +$7.19K 0.05% 97
2013
Q3 		$223K Buy
+33,330
New +$222K 0.05% 103

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Sigma Investment Counselors's SCHX Position: Q2 2026 in Review

Sigma Investment Counselors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q2 2026, selling an estimated $71.7K and leaving 117,063 shares worth $3.45M. The position accounts for 0.17% of the portfolio, ranked #78.

Sigma Investment Counselors first reported a position in SCHX in Q3 2013 and has held it in 52 quarters since. The position peaked at $5.6M in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sigma Investment Counselors held 117,063 shares of Schwab US Large- Cap ETF worth $3.45M as of Q2 2026.
  • Sigma Investment Counselors sold 2,511 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $71.7K.
  • Schwab US Large- Cap ETF made up 0.17% of Sigma Investment Counselors's portfolio in Q2 2026, its #78 holding.
  • Sigma Investment Counselors first reported a position in Schwab US Large- Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • Sigma Investment Counselors's Schwab US Large- Cap ETF position peaked at $5.6M in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.