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TIAA-CREF Individual & Institutional Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$3.7M Buy
125,727
+11,717
+10% +$335K 0.01% 212
2026
Q1 		$2.92M Buy
+114,010
New +$3.06M 0.01% 217

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

TIAA-CREF Individual & Institutional Services's SCHX Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services increased its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, buying an estimated $335K and bringing the position to 125,727 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #212.

TIAA-CREF Individual & Institutional Services first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 125,727 shares of Schwab US Large- Cap ETF worth $3.7M as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services bought 11,717 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $335K.
  • Schwab US Large- Cap ETF made up 0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #212 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.