CRC
SCHX icon

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
Q2 		$91.7M Sell
3,116,813
-510,373
-14% -$14.6M 1.41% 9
2026
Q1 		$93M Buy
3,627,186
+65,360
+2% +$1.75M 1.65% 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 0.04% 312
2019
Q3 		$1.66M Buy
140,070
+122,970
+719% +$1.45M 0.04% 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 – 975
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Curi RMB Capital's SCHX Position: Q2 2026 in Review

Curi RMB Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q2 2026, selling an estimated $14.6M and leaving 3,116,813 shares worth $91.7M. The position accounts for 1.41% of the portfolio, ranked #9.

Curi RMB Capital first reported a position in SCHX in Q4 2017 and has held it in 18 quarters since. The position peaked at $95.8M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Curi RMB Capital held 3,116,813 shares of Schwab US Large- Cap ETF worth $91.7M as of Q2 2026.
  • Curi RMB Capital sold 510,373 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $14.6M.
  • Schwab US Large- Cap ETF made up 1.41% of Curi RMB Capital's portfolio in Q2 2026, its #9 holding.
  • Curi RMB Capital first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 18 quarters since.
  • Curi RMB Capital's Schwab US Large- Cap ETF position peaked at $95.8M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.