TIAA Trust, National Association’s Schwab US Large- Cap ETF SCHX Stock Holding History

TIAA Trust, National Association’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	–	Sell	-123,284	Closed	-$3.32M	–	614
2025 Q4	$3.32M	Buy	123,284 +592	+0.5%	+$15.8K	0.01%	263
2025 Q3	$3.23M	Buy	122,692 +3,997	+3%	+$102K	0.01%	267
2025 Q2	$2.9M	Buy	118,695 +2,258	+2%	+$51K	0.01%	270
2025 Q1	$2.57M	Buy	116,437 +410	+0.4%	+$9.54K	0.01%	270
2024 Q4	$2.69M	Buy	116,027 +39,122	+51%	+$912K	0.01%	267
2024 Q3	$1.74M	Sell	76,905 -3,429	-4%	-$74.7K	0.01%	305
2024 Q2	$1.72M	Buy	80,334 +7,815	+11%	+$161K	0.01%	291
2024 Q1	$1.5M	Sell	72,519 -13,686	-16%	-$269K	﹤0.01%	302
2023 Q4	$1.62M	Sell	86,205 -4,866	-5%	-$85.5K	0.01%	284
2023 Q3	$1.54M	Buy	+91,071	New	+$1.6M	0.01%	279

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

TIAA Trust, National Association's SCHX Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 123,284 shares — an estimated $3.32M sold.

TIAA Trust, National Association first reported a position in SCHX in Q3 2023 and held it in 10 quarters. The position peaked at $3.32M in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

TIAA Trust, National Association reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 123,284 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.32M.
TIAA Trust, National Association first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 10 quarters.
TIAA Trust, National Association's Schwab US Large- Cap ETF position peaked at $3.32M in Q4 2025.
1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.