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 Q2	$551K	Sell	18,748 -226,732	-92%	-$6.47M	﹤0.01%	2577
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 $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HRT Financial's SCHX Position: Q2 2026 in Review

HRT Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 92% in Q2 2026, selling an estimated $6.47M and leaving 18,748 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

HRT Financial first reported a position in SCHX in Q2 2020 and has held it in 10 quarters since. The position peaked at $6.29M in Q1 2026. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

HRT Financial held 18,748 shares of Schwab US Large- Cap ETF worth $551K as of Q2 2026.
HRT Financial sold 226,732 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.47M.
Schwab US Large- Cap ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2577 holding.
HRT Financial first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 10 quarters since.
HRT Financial's Schwab US Large- Cap ETF position peaked at $6.29M in Q1 2026.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.