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Condor Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Condor Capital 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
Q1 		$3.09M Sell
120,342
-11,919
-9% -$320K 0.26% 78
2025
Q4 		$3.56M Sell
132,261
-1,023
-0.8% -$27.3K 0.29% 71
2025
Q3 		$3.51M Sell
133,284
-1,442
-1% -$36.6K 0.29% 73
2025
Q2 		$3.29M Sell
134,726
-335
-0.2% -$7.57K 0.29% 74
2025
Q1 		$2.98M Sell
135,061
-567
-0.4% -$13.2K 0.28% 79
2024
Q4 		$3.14M Sell
135,628
-659
-0.5% -$15.4K 0.28% 81
2024
Q3 		$3.08M Sell
136,287
-2,997
-2% -$65.3K 0.28% 76
2024
Q2 		$2.98M Sell
139,284
-819
-0.6% -$16.9K 0.29% 80
2024
Q1 		$2.9M Sell
140,103
-546
-0.4% -$10.7K 0.28% 81
2023
Q4 		$2.64M Sell
140,649
-1,209
-0.9% -$21.2K 0.28% 84
2023
Q3 		$2.39M Buy
141,858
+22,197
+19% +$389K 0.29% 75
2023
Q2 		$2.09M Sell
119,661
-891
-0.7% -$14.7K 0.25% 86
2023
Q1 		$1.94M Sell
120,552
-7,329
-6% -$115K 0.24% 92
2022
Q4 		$1.92M Sell
127,881
-13,977
-10% -$212K 0.24% 98
2022
Q3 		$2M Sell
141,858
-7,623
-5% -$120K 0.26% 87
2022
Q2 		$2.23M Buy
149,481
+4,359
+3% +$70.6K 0.29% 76
2022
Q1 		$2.6M Sell
145,122
-4,626
-3% -$81.9K 0.29% 82
2021
Q4 		$2.84M Buy
149,748
+3,522
+2% +$65.1K 0.3% 80
2021
Q3 		$2.54M Sell
146,226
-3,042
-2% -$54.3K 0.27% 90
2021
Q2 		$2.59M Sell
149,268
-2,742
-2% -$46.3K 0.29% 87
2021
Q1 		$2.43M Sell
152,010
-8,316
-5% -$130K 0.29% 86
2020
Q4 		$2.43M Sell
160,326
-228,276
-59% -$3.27M 0.31% 82
2020
Q3 		$5.22M Sell
388,602
-42,558
-10% -$565K 0.76% 38
2020
Q2 		$5.33M Sell
431,160
-13,200
-3% -$154K 0.82% 33
2020
Q1 		$4.54M Sell
444,360
-14,136
-3% -$172K 0.84% 34
2019
Q4 		$5.87M Sell
458,496
-630
-0.1% -$7.72K 0.86% 30
2019
Q3 		$5.43M Sell
459,126
-5,238
-1% -$61.7K 0.84% 31
2019
Q2 		$5.43M Buy
464,364
+66,558
+17% +$765K 0.84% 30
2019
Q1 		$4.48M Sell
397,806
-60,522
-13% -$656K 0.73% 36
2018
Q4 		$4.56M Buy
458,328
+66,660
+17% +$715K 0.83% 31
2018
Q3 		$4.54M Sell
391,668
-5,694
-1% -$64.7K 0.83% 27
2018
Q2 		$4.3M Sell
397,362
-2,814
-0.7% -$30.3K 0.83% 27
2018
Q1 		$4.21M Buy
400,176
+6,138
+2% +$66.8K 0.91% 22
2017
Q4 		$4.19M Buy
394,038
+9,528
+2% +$98.7K 0.85% 25
2017
Q3 		$3.85M Buy
384,510
+26,604
+7% +$261K 0.77% 28
2017
Q2 		$3.45M Buy
357,906
+11,094
+3% +$106K 0.73% 30
2017
Q1 		$3.25M Buy
346,812
+7,320
+2% +$67.7K 0.7% 30
2016
Q4 		$3.01M Buy
339,492
+11,538
+4% +$100K 0.67% 32
2016
Q3 		$2.82M Buy
327,954
+5,292
+2% +$45.4K 0.66% 33
2016
Q2 		$2.68M Buy
322,662
+11,028
+4% +$90.7K 0.64% 37
2016
Q1 		$2.54M Sell
311,634
-18,858
-6% -$146K 0.61% 37
2015
Q4 		$2.67M Buy
330,492
+60,654
+22% +$495K 0.65% 37
2015
Q3 		$2.06M Sell
269,838
-36,522
-12% -$295K 0.54% 47
2015
Q2 		$2.52M Buy
306,360
+22,398
+8% +$188K 0.6% 39
2015
Q1 		$2.35M Buy
283,962
+55,434
+24% +$456K 0.56% 42
2014
Q4 		$1.87M Buy
228,528
+5,352
+2% +$42.8K 0.51% 50
2014
Q3 		$1.75M Sell
223,176
-3,936
-2% -$31K 0.49% 56
2014
Q2 		$1.77M Buy
227,112
+4,320
+2% +$32.7K 0.5% 56
2014
Q1 		$1.66M Buy
222,792
+5,322
+2% +$39K 0.51% 55
2013
Q4 		$1.6M Buy
217,470
+4,590
+2% +$32.3K 0.51% 58
2013
Q3 		$1.43M Buy
212,880
+26,328
+14% +$176K 0.49% 63
2013
Q2 		$1.19M Buy
+186,552
New +$1.19M 0.45% 75

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

Condor Capital Management's SCHX Position: Q1 2026 in Review

Condor Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 9% in Q1 2026, selling an estimated $320K and leaving 120,342 shares worth $3.09M. The position accounts for 0.26% of the portfolio, ranked #78.

Condor Capital Management first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.87M in Q4 2019. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Condor Capital Management held 120,342 shares of Schwab US Large- Cap ETF worth $3.09M as of Q1 2026.
  • Condor Capital Management sold 11,919 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $320K.
  • Schwab US Large- Cap ETF made up 0.26% of Condor Capital Management's portfolio in Q1 2026, its #78 holding.
  • Condor Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Condor Capital Management's Schwab US Large- Cap ETF position peaked at $5.87M in Q4 2019.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.