ZIM
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Zacks Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Zacks Investment Management’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 		$2.9M Buy
98,692
+2,864
+3% +$81.8K 0.02% 324
2026
Q1 		$2.46M Sell
95,828
-21,375
-18% -$573K 0.02% 323
2025
Q4 		$3.15M Sell
117,203
-1
-0% -$27 0.02% 291
2025
Q3 		$3.09M Sell
117,204
-36,517
-24% -$927K 0.02% 277
2025
Q2 		$3.76M Sell
153,721
-635
-0.4% -$14.4K 0.03% 254
2025
Q1 		$3.41M Sell
154,356
-6,173
-4% -$144K 0.03% 262
2024
Q4 		$3.72M Buy
160,529
+6,761
+4% +$158K 0.03% 258
2024
Q3 		$3.48M Buy
153,768
+25,530
+20% +$556K 0.03% 264
2024
Q2 		$2.75M Buy
128,238
+11,040
+9% +$228K 0.03% 251
2024
Q1 		$2.42M Hold
117,198
– – 0.03% 289
2023
Q4 		$2.2M Sell
117,198
-1,437
-1% -$25.2K 0.03% 279
2023
Q3 		$2M Sell
118,635
-24,690
-17% -$433K 0.03% 281
2023
Q2 		$2.5M Sell
143,325
-25,200
-15% -$416K 0.03% 262
2023
Q1 		$2.72M Sell
168,525
-762
-0.5% -$12K 0.04% 239
2022
Q4 		$2.55M Sell
169,287
-1,560
-0.9% -$23.6K 0.04% 254
2022
Q3 		$2.41M Buy
170,847
+8,166
+5% +$128K 0.04% 245
2022
Q2 		$2.42M Buy
162,681
+74,643
+85% +$1.21M 0.04% 241
2022
Q1 		$1.58M Buy
88,038
+8,292
+10% +$147K 0.02% 317
2021
Q4 		$1.51M Buy
79,746
+5,706
+8% +$105K 0.02% 326
2021
Q3 		$1.28M Hold
74,040
– – 0.02% 344
2021
Q2 		$1.28M Hold
74,040
– – 0.02% 336
2021
Q1 		$1.19M Sell
74,040
-6,252
-8% -$97.9K 0.02% 339
2020
Q4 		$1.22M Buy
80,292
+45,390
+130% +$650K 0.02% 327
2020
Q3 		$469K Hold
34,902
– – 0.01% 405
2020
Q2 		$431K Buy
+34,902
New +$407K 0.01% 404
2020
Q1 		– Sell
-38,982
Closed -$499K – 587
2019
Q4 		$499K Buy
+38,982
New +$478K 0.01% 449

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

Zacks Investment Management's SCHX Position: Q2 2026 in Review

Zacks Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q2 2026, buying an estimated $81.8K and bringing the position to 98,692 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #324.

Zacks Investment Management first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.76M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Zacks Investment Management held 98,692 shares of Schwab US Large- Cap ETF worth $2.9M as of Q2 2026.
  • Zacks Investment Management bought 2,864 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $81.8K.
  • Schwab US Large- Cap ETF made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #324 holding.
  • Zacks Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Zacks Investment Management's Schwab US Large- Cap ETF position peaked at $3.76M in Q2 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.