SCHX β€” Schwab U.S. Large-Cap ETF

Ownership history in VAN STRUM & TOWNE INC.  Β·  21 quarters on record

AI Ownership Summary

VAN STRUM & TOWNE INC. reported Schwab U.S. Large-Cap ETF (SCHX) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.99% in 2024 Q4. The latest visible filing shows SCHX at 1.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VAN STRUM & TOWNE INC.'s position in Schwab U.S. Large-Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHX was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VAN STRUM & TOWNE INC. held SCHX β€” position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 242,971 +934 +0.4% 1.83% $6.5M 2026-02-14 (Est.) $26.80
2025 Q3 ADDED 242,037 +2,327 +1.0% 1.87% $6.4M 2025-10-31 $26.81
2025 Q2 REDUCED 239,710 -1,378 -0.6% 1.85% $5.9M 2025-07-25 $25.02
2025 Q1 REDUCED 241,088 -2,475 -1.0% 1.79% $5.3M 2025-05-06 $21.85
2024 Q4 ADDED 243,563 +166,175 +214.7% 1.99% $5.6M 2025-02-10 $23.65
2024 Q3 ADDED 77,388 +7,103 +10.1% 1.82% $5.3M 2024-11-12 $23.23
2024 Q2 ADDED 70,285 +2,135 +3.1% 1.64% $4.5M 2024-07-25 $20.79
2024 Q1 ADDED 68,150 +9,704 +16.6% 1.54% $4.2M 2024-05-03 $19.73
2023 Q4 ADDED 58,446 +1,050 +1.8% 1.29% $3.3M 2024-01-19 $18.55
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About VAN STRUM & TOWNE INC. and SCHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has VAN STRUM & TOWNE INC. reported owning SCHX?

VAN STRUM & TOWNE INC. reported SCHX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHX position in VAN STRUM & TOWNE INC.'s portfolio?

The largest reported portfolio weight for SCHX was 1.99% in 2024 Q4.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2025 Q4, when VAN STRUM & TOWNE INC. reported 242,971 shares, equal to 1.83% of portfolio, with an estimated market value of $6.5M.

What does the chart on this SCHX ownership page compare?

The chart compares VAN STRUM & TOWNE INC.'s quarterly SCHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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