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

StoneX 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
Q1 		$731K Sell
28,496
-9,126
-24% -$245K 0.04% 330
2025
Q4 		$1.01M Sell
37,622
-2,859
-7% -$76.4K 0.04% 348
2025
Q3 		$1.07M Buy
40,481
+485
+1% +$12.3K 0.05% 339
2025
Q2 		$978K Buy
39,996
+3,122
+8% +$70.6K 0.05% 332
2025
Q1 		$814K Buy
36,874
+1,771
+5% +$41.2K 0.04% 341
2024
Q4 		$814K Buy
35,103
+19,734
+128% +$460K 0.04% 334
2024
Q3 		$348K Sell
15,369
-1,671
-10% -$36.4K 0.16% 176
2024
Q2 		$366K Buy
17,040
+2,025
+13% +$41.8K 0.17% 169
2024
Q1 		$311K Sell
15,015
-801
-5% -$15.8K 0.16% 178
2023
Q4 		$297K Buy
15,816
+1,047
+7% +$18.4K 0.16% 182
2023
Q3 		$249K Sell
14,769
-3,864
-21% -$67.8K 0.14% 229
2023
Q2 		$325K Buy
18,633
+309
+2% +$5.1K 0.18% 164
2023
Q1 		$295K Sell
18,324
-1,620
-8% -$25.5K 0.18% 180
2022
Q4 		$300K Buy
19,944
+2,037
+11% +$30.8K 0.04% 300
2022
Q3 		$253K Sell
17,907
-1,557
-8% -$24.4K 0.05% 237
2022
Q2 		$290K Sell
19,464
-240
-1% -$3.89K 0.05% 256
2022
Q1 		$354K Hold
19,704
– – 0.03% 379
2021
Q4 		$374K Sell
19,704
-594
-3% -$11K 0.04% 351
2021
Q3 		$352K Buy
20,298
+6
+0% +$107 0.05% 321
2021
Q2 		$352K Sell
20,292
-1,644
-7% -$27.7K 0.05% 316
2021
Q1 		$351K Buy
21,936
+6
+0% +$94 0.06% 267
2020
Q4 		$332K Buy
21,930
+5,838
+36% +$83.5K 0.07% 253
2020
Q3 		$216K Buy
+16,092
New +$214K 0.07% 289
2020
Q1 		– Sell
-21,774
Closed -$279K – 310
2019
Q4 		$279K Buy
+21,774
New +$267K 0.11% 224
2018
Q1 		– Sell
-36,696
Closed -$390K – 221
2017
Q4 		$390K Sell
36,696
-8,808
-19% -$91.2K 0.41% 90
2017
Q3 		$455K Buy
+45,504
New +$447K 0.57% 59

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

StoneX Group's SCHX Position: Q1 2026 in Review

StoneX Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 24% in Q1 2026, selling an estimated $245K and leaving 28,496 shares worth $731K. The position accounts for 0.04% of the portfolio, ranked #330.

StoneX Group first reported a position in SCHX in Q3 2017 and has held it in 26 quarters since. The position peaked at $1.07M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • StoneX Group held 28,496 shares of Schwab US Large- Cap ETF worth $731K as of Q1 2026.
  • StoneX Group sold 9,126 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $245K.
  • Schwab US Large- Cap ETF made up 0.04% of StoneX Group's portfolio in Q1 2026, its #330 holding.
  • StoneX Group first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 26 quarters since.
  • StoneX Group's Schwab US Large- Cap ETF position peaked at $1.07M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.