HRT Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

HRT Financial’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	$6.29M	Buy	+245,480	New	+$6.58M	0.02%	864
2025 Q4	–	Sell	-59,313	Closed	-$1.56M	–	3929
2025 Q3	$1.56M	Sell	59,313 -108,094	-65%	-$2.74M	0.01%	1289
2025 Q2	$4.09M	Buy	+167,407	New	+$3.78M	0.02%	623
2024 Q4	–	Sell	-36,105	Closed	-$816K	–	3121
2024 Q3	$816K	Sell	36,105 -21,750	-38%	-$474K	﹤0.01%	1347
2024 Q2	$1.24M	Buy	57,855 +13,023	+29%	+$269K	0.01%	918
2024 Q1	$927K	Sell	44,832 -28,536	-39%	-$562K	0.01%	922
2023 Q4	$1.38M	Buy	+73,368	New	+$1.29M	0.01%	830
2023 Q2	–	Sell	-26,280	Closed	-$423K	–	3171
2023 Q1	$423K	Buy	+26,280	New	+$414K	0.01%	1499
2020 Q3	–	Sell	-20,700	Closed	-$255K	–	2289
2020 Q2	$255K	Buy	+20,700	New	+$241K	0.01%	1052

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HRT Financial's SCHX Position: Q1 2026 in Review

HRT Financial opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 245,480 shares worth $6.29M. The stake represents 0.02% of the portfolio and ranks #864 among its holdings. This is a return to the name: HRT Financial previously reported a position in SCHX as recently as Q3 2025.

HRT Financial first reported a position in SCHX in Q2 2020 and has held it in 9 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

HRT Financial held 245,480 shares of Schwab US Large- Cap ETF worth $6.29M as of Q1 2026.
Schwab US Large- Cap ETF was a new HRT Financial position in Q1 2026.
Schwab US Large- Cap ETF made up 0.02% of HRT Financial's portfolio in Q1 2026, its #864 holding.
HRT Financial first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 9 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.