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

Citadel 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
2026
Q1 		$654K Buy
25,500
+5,500
+28% +$148K ﹤0.01% 8646
2025
Q4 		$538K Sell
20,000
-2,200
-10% -$58.8K ﹤0.01% 8857
2025
Q3 		$585K Buy
22,200
+5,700
+35% +$145K ﹤0.01% 8746
2025
Q2 		$403K Sell
16,500
-4,100
-20% -$92.7K ﹤0.01% 9125
2025
Q1 		$455K Sell
20,600
-15,400
-43% -$358K ﹤0.01% 8685
2024
Q4 		$834K Sell
36,000
-12,000
-25% -$280K ﹤0.01% 7429
2024
Q3 		$1.09M Buy
48,000
+30,900
+181% +$673K ﹤0.01% 6711
2024
Q2 		$366K Sell
17,100
-6,000
-26% -$124K ﹤0.01% 8708
2024
Q1 		$478K Buy
23,100
+6,300
+38% +$124K ﹤0.01% 8510
2023
Q4 		$316K Sell
16,800
-19,500
-54% -$342K ﹤0.01% 9058
2023
Q3 		$612K Buy
36,300
+20,700
+133% +$363K ﹤0.01% 7618
2023
Q2 		$272K Sell
15,600
-42,000
-73% -$693K ﹤0.01% 9253
2023
Q1 		$929K Sell
57,600
-45,900
-44% -$722K ﹤0.01% 6943
2022
Q4 		$1.56M Sell
103,500
-133,200
-56% -$2.02M ﹤0.01% 5964
2022
Q3 		$3.34M Buy
236,700
+85,800
+57% +$1.35M ﹤0.01% 4591
2022
Q2 		$2.25M Sell
150,900
-19,800
-12% -$321K ﹤0.01% 5314
2022
Q1 		$3.06M Buy
170,700
+86,100
+102% +$1.52M ﹤0.01% 5125
2021
Q4 		$1.6M Buy
84,600
+71,400
+541% +$1.32M ﹤0.01% 6726
2021
Q3 		$229K Sell
13,200
-6,000
-31% -$107K ﹤0.01% 11684
2021
Q2 		$333K Buy
+19,200
New +$324K ﹤0.01% 11020

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Citadel Advisors's SCHX Position: Q4 2025 in Review

Citadel Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 22,552 shares — an estimated $602K sold.

Citadel Advisors first reported a position in SCHX in Q1 2015 and held it in 29 quarters. The position peaked at $11.7M in Q3 2021. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Citadel Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 22,552 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $602K.
  • Citadel Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2015 and held it in 29 quarters.
  • Citadel Advisors's Schwab US Large- Cap ETF position peaked at $11.7M in Q3 2021.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.