William Blair & Company
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William Blair & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

William Blair & Company’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 		$6.07M Sell
236,815
-422
-0.2% -$11.3K 0.02% 461
2025
Q4 		$6.38M Buy
237,237
+7,804
+3% +$208K 0.02% 458
2025
Q3 		$6.04M Sell
229,433
-892
-0.4% -$22.7K 0.02% 478
2025
Q2 		$5.63M Buy
230,325
+123,920
+116% +$2.8M 0.02% 462
2025
Q1 		$2.35M Buy
106,405
+7,597
+8% +$177K 0.01% 674
2024
Q4 		$2.29M Buy
98,808
+1,824
+2% +$42.5K 0.01% 681
2024
Q3 		$2.19M Sell
96,984
-1,026
-1% -$22.4K 0.01% 683
2024
Q2 		$2.1M Buy
98,010
+13,401
+16% +$277K 0.01% 670
2024
Q1 		$1.75M Buy
84,609
+2,715
+3% +$53.4K 0.01% 703
2023
Q4 		$1.54M Buy
81,894
+32,175
+65% +$565K 0.01% 734
2023
Q3 		$839K Buy
49,719
+9,267
+23% +$163K ﹤0.01% 897
2023
Q2 		$706K Buy
40,452
+6,288
+18% +$104K ﹤0.01% 954
2023
Q1 		$551K Sell
34,164
-6,189
-15% -$97.4K ﹤0.01% 1013
2022
Q4 		$607K Sell
40,353
-13,155
-25% -$199K ﹤0.01% 986
2022
Q3 		$755K Sell
53,508
-2,997
-5% -$47K ﹤0.01% 907
2022
Q2 		$841K Sell
56,505
-7,419
-12% -$120K ﹤0.01% 910
2022
Q1 		$1.15M Buy
63,924
+18,978
+42% +$336K ﹤0.01% 872
2021
Q4 		$853K Buy
44,946
+14,022
+45% +$259K ﹤0.01% 1016
2021
Q3 		$536K Buy
30,924
+15,714
+103% +$280K ﹤0.01% 1133
2021
Q2 		$264K Sell
15,210
-612
-4% -$10.3K ﹤0.01% 1398
2021
Q1 		$253K Sell
15,822
-29,388
-65% -$460K ﹤0.01% 1396
2020
Q4 		$685K Sell
45,210
-4,494
-9% -$64.3K ﹤0.01% 992
2020
Q3 		$668K Buy
49,704
+6,144
+14% +$81.6K ﹤0.01% 891
2020
Q2 		$538K Sell
43,560
-4,218
-9% -$49.2K ﹤0.01% 918
2020
Q1 		$488K Sell
47,778
-5,256
-10% -$63.8K ﹤0.01% 877
2019
Q4 		$679K Buy
53,034
+41,286
+351% +$506K ﹤0.01% 889
2019
Q3 		$139K Hold
11,748
– – ﹤0.01% 1341
2019
Q2 		$137K Sell
11,748
-3,342
-22% -$38.4K ﹤0.01% 1383
2019
Q1 		$170K Sell
15,090
-18,402
-55% -$199K ﹤0.01% 1329
2018
Q4 		$333K Buy
33,492
+26,418
+373% +$284K ﹤0.01% 1051
2018
Q3 		$82K Sell
7,074
-6
-0.1% -$68 ﹤0.01% 1402
2018
Q2 		$77K Sell
7,080
-702
-9% -$7.57K ﹤0.01% 1370
2018
Q1 		$82K Buy
+7,782
New +$84.6K ﹤0.01% 1290

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

William Blair & Company's SCHX Position: Q1 2026 in Review

William Blair & Company reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.18% in Q1 2026, selling an estimated $11.3K and leaving 236,815 shares worth $6.07M. The position accounts for 0.02% of the portfolio, ranked #461.

William Blair & Company first reported a position in SCHX in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.38M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • William Blair & Company held 236,815 shares of Schwab US Large- Cap ETF worth $6.07M as of Q1 2026.
  • William Blair & Company sold 422 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $11.3K.
  • Schwab US Large- Cap ETF made up 0.02% of William Blair & Company's portfolio in Q1 2026, its #461 holding.
  • William Blair & Company first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • William Blair & Company's Schwab US Large- Cap ETF position peaked at $6.38M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.