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Van Strum & Towne’s Schwab US Large- Cap ETF SCHX Stock Holding History

Van Strum & Towne’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 		$6.69M Buy
260,829
+17,858
+7% +$479K 1.95% 18
2025
Q4 		$6.54M Buy
242,971
+934
+0.4% +$24.9K 1.83% 19
2025
Q3 		$6.38M Buy
242,037
+2,327
+1% +$59.1K 1.87% 17
2025
Q2 		$5.86M Sell
239,710
-1,378
-0.6% -$31.2K 1.85% 19
2025
Q1 		$5.32M Sell
241,088
-2,475
-1% -$57.6K 1.79% 19
2024
Q4 		$5.65M Buy
243,563
+11,399
+5% +$266K 1.99% 19
2024
Q3 		$5.25M Buy
232,164
+21,309
+10% +$464K 1.82% 18
2024
Q2 		$4.52M Buy
210,855
+6,405
+3% +$132K 1.64% 24
2024
Q1 		$4.23M Buy
204,450
+29,112
+17% +$573K 1.54% 24
2023
Q4 		$3.3M Buy
175,338
+3,150
+2% +$55.3K 1.29% 25
2023
Q3 		$2.9M Buy
172,188
+38,973
+29% +$684K 1.23% 25
2023
Q2 		$2.33M Buy
133,215
+26,406
+25% +$436K 0.96% 30
2023
Q1 		$1.72M Sell
106,809
-3,426
-3% -$53.9K 0.74% 35
2022
Q4 		$1.66M Buy
110,235
+645
+0.6% +$9.76K 0.71% 36
2022
Q3 		$1.55M Hold
109,590
– – 0.71% 37
2022
Q2 		$1.63M Sell
109,590
-1,500
-1% -$24.3K 0.7% 37
2022
Q1 		$1.99M Buy
111,090
+660
+0.6% +$11.7K 0.75% 33
2021
Q4 		$2.1M Buy
110,430
+24,600
+29% +$454K 0.76% 33
2021
Q3 		$1.49M Buy
85,830
+28,650
+50% +$511K 0.59% 38
2021
Q2 		$991K Buy
57,180
+9,300
+19% +$157K 0.47% 41
2021
Q1 		$766K Buy
47,880
+19,050
+66% +$298K 0.39% 43
2020
Q4 		$437K Buy
+28,830
New +$413K 0.24% 52

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

Van Strum & Towne's SCHX Position: Q1 2026 in Review

Van Strum & Towne increased its Schwab US Large- Cap ETF (SCHX) stake by 7.3% in Q1 2026, buying an estimated $479K and bringing the position to 260,829 shares worth $6.69M. The position accounts for 1.95% of the portfolio, ranked #18.

Van Strum & Towne first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Van Strum & Towne held 260,829 shares of Schwab US Large- Cap ETF worth $6.69M as of Q1 2026.
  • Van Strum & Towne bought 17,858 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $479K.
  • Schwab US Large- Cap ETF made up 1.95% of Van Strum & Towne's portfolio in Q1 2026, its #18 holding.
  • Van Strum & Towne first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.