Curi RMB Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Curi RMB Capital’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	$93M	Buy	3,627,186 +65,360	+2%	+$1.75M	1.66%	8
2025 Q4	$95.8M	Sell	3,561,826 -39,969	-1%	-$1.07M	1.66%	7
2025 Q3	$94.9M	Sell	3,601,795 -77,635	-2%	-$1.97M	1.74%	7
2025 Q2	$89.9M	Sell	3,679,430 -158,719	-4%	-$3.59M	1.71%	8
2025 Q1	$84.7M	Buy	3,838,149 +7,377	+0.2%	+$172K	2.09%	5
2024 Q4	$88.8M	Sell	3,830,772 -124,032	-3%	-$2.89M	2.05%	4
2024 Q3	$89.4M	Buy	3,954,804 +244,854	+7%	+$5.34M	2.03%	2
2024 Q2	$79.5M	Sell	3,709,950 -37,020	-1%	-$765K	1.91%	4
2024 Q1	$77.5M	Buy	+3,746,970	New	+$73.8M	1.78%	6
2020 Q2	–	Sell	-36,744	Closed	-$375K	–	683
2020 Q1	$375K	Sell	36,744 -83,736	-70%	-$1.02M	0.02%	450
2019 Q4	$1.54M	Sell	120,480 -19,590	-14%	-$240K	0.06%	312
2019 Q3	$1.66M	Buy	140,070 +122,970	+719%	+$1.45M	0.06%	330
2019 Q2	$200K	Sell	17,100 -1,020	-6%	-$11.7K	0.01%	708
2019 Q1	$204K	Buy	+18,120	New	+$196K	0.01%	738
2018 Q4	–	Sell	-19,620	Closed	-$227K	–	978
2018 Q3	$227K	Sell	19,620 -1,980	-9%	-$22.5K	0.01%	804
2018 Q2	$234K	Buy	+21,600	New	+$233K	0.01%	785
2018 Q1	–	Sell	-21,810	Closed	-$232K	–	973
2017 Q4	$232K	Buy	+21,810	New	+$226K	0.01%	783

Other funds holding SCHX

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

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return