William Blair & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.45M | Buy |
253,193
+16,378
| +7% | +$468K | 0.02% | 432 |
|
|
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
MGIA
HSA
SFG
DE
William Blair & Company's SCHX Position: Q2 2026 in Review
William Blair & Company increased its Schwab US Large- Cap ETF (SCHX) stake by 6.9% in Q2 2026, buying an estimated $468K and bringing the position to 253,193 shares worth $7.45M. The position accounts for 0.02% of the portfolio, ranked #432.
William Blair & Company first reported a position in SCHX in Q1 2018 and has held it in 34 quarters since. 1,606 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.
- William Blair & Company held 253,193 shares of Schwab US Large- Cap ETF worth $7.45M as of Q2 2026.
- William Blair & Company bought 16,378 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $468K.
- Schwab US Large- Cap ETF made up 0.02% of William Blair & Company's portfolio in Q2 2026, its #432 holding.
- William Blair & Company first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 34 quarters since.
- 1,606 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.
Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.