Calamos Advisors
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Calamos Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Calamos Advisors’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
2025
Q1 		– Sell
-89,793
Closed -$2.08M – 969
2024
Q4 		$2.08M Buy
89,793
+1,818
+2% +$42.4K 0.01% 605
2024
Q3 		$1.99M Buy
87,975
+5,172
+6% +$113K 0.01% 615
2024
Q2 		$1.77M Buy
82,803
+264
+0.3% +$5.46K 0.01% 600
2024
Q1 		$1.71M Buy
82,539
+2,373
+3% +$46.7K 0.01% 598
2023
Q4 		$1.51M Sell
80,166
-51
-0.1% -$896 0.01% 628
2023
Q3 		$1.35M Sell
80,217
-3,846
-5% -$67.5K 0.01% 645
2023
Q2 		$1.47M Sell
84,063
-8,211
-9% -$136K 0.01% 676
2023
Q1 		$1.49M Buy
92,274
+12,105
+15% +$190K 0.01% 768
2022
Q4 		$1.21M Sell
80,169
-573
-0.7% -$8.67K 0.01% 842
2022
Q3 		$1.14M Buy
80,742
+2,943
+4% +$46.2K 0.01% 927
2022
Q2 		$1.16M Buy
77,799
+1,806
+2% +$29.3K 0.01% 977
2022
Q1 		$1.36M Sell
75,993
-2,019
-3% -$35.7K 0.01% 967
2021
Q4 		$1.48M Buy
78,012
+1,422
+2% +$26.3K 0.01% 946
2021
Q3 		$1.33M Buy
76,590
+2,634
+4% +$47K 0.01% 824
2021
Q2 		$1.28M Buy
73,956
+2,160
+3% +$36.4K 0.01% 781
2021
Q1 		$1.15M Buy
71,796
+3,846
+6% +$60.3K 0.01% 756
2020
Q4 		$1.03M Sell
67,950
-1,752
-3% -$25.1K 0.01% 684
2020
Q3 		$937K Buy
69,702
+2,136
+3% +$28.4K 0.01% 655
2020
Q2 		$834K Sell
67,566
-10,368
-13% -$121K 0.01% 649
2020
Q1 		$796K Buy
77,934
+2,874
+4% +$34.9K 0.01% 613
2019
Q4 		$961K Sell
75,060
-564
-0.7% -$6.91K ﹤0.01% 670
2019
Q3 		$894K Sell
75,624
-3,804
-5% -$44.8K ﹤0.01% 661
2019
Q2 		$929K Buy
79,428
+2,400
+3% +$27.6K 0.01% 656
2019
Q1 		$868K Sell
77,028
-3,288
-4% -$35.6K 0.01% 555
2018
Q4 		$799K Buy
80,316
+3,420
+4% +$36.7K 0.01% 559
2018
Q3 		$891K Sell
76,896
-402
-0.5% -$4.57K ﹤0.01% 564
2018
Q2 		$837K Buy
77,298
+2,730
+4% +$29.4K 0.01% 564
2018
Q1 		$784K Buy
74,568
+1,224
+2% +$13.3K 0.01% 571
2017
Q4 		$780K Buy
73,344
+2,070
+3% +$21.4K ﹤0.01% 561
2017
Q3 		$713K Buy
71,274
+1,656
+2% +$16.3K 0.01% 549
2017
Q2 		$670K Buy
+69,618
New +$664K 0.01% 563

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Calamos Advisors's SCHX Position: Q1 2025 in Review

Calamos Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 89,793 shares — an estimated $2.08M sold.

Calamos Advisors first reported a position in SCHX in Q2 2017 and held it in 31 quarters. The position peaked at $2.08M in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Calamos Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Calamos Advisors sold 89,793 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $2.08M.
  • Calamos Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2017 and held it in 31 quarters.
  • Calamos Advisors's Schwab US Large- Cap ETF position peaked at $2.08M in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Calamos Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.