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SCHXSCHX
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Position history for JIJohnson Investment Counsel Inc.'s holdings in SCHWAB STRATEGIC TR

Yes. Johnson Investment Counsel holds 5,492,353 shares of SCHX, worth $161.6M, as of its Q2 2026 13F filing. It increased the position by 358,131 shares (+7.0%) from Q1 2026. Johnson Investment Counsel has held SCHX in every 13F on record since Q1 2019, 30 quarterly filings. SCHX is 1.2% of Johnson Investment Counsel's reported 13F portfolio.

Current Value

$161.6M

Current Shares

5.5M

Total Value Change

+$67.3M

Total Shares Change

+4.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.5M
+7.0%
$161.6M1.2%$29.43
51
2026-Q1
Increased
5.1M
+1.1%
$131.6M1.1%$25.57
48
2025-Q4
Increased
5.1M
+1.0%
$136.6M1.1%$26.76
48
2025-Q3
Increased
5M
+2.8%
$132.3M1.1%$26.12
49
2025-Q2
Increased
4.9M
+0.9%
$119.4M1.1%$24.17
48
2025-Q1
Increased
4.8M
+2.7%
$106.9M1.0%$21.77
49
2024-Q4
Increased
4.7M
+239.0%
$109.3M1.1%$22.79
76
2024-Q3
Increased
1.4M
+5.1%
$94.3M0.9%$22.16
44

Other major holders of SCHX: Charles Schwab Investment Management Inc., U.S. Bancorp

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