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

QRG 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 Q2	$704K	Buy	23,931 +3,402	+17%	+$97.1K	0.01%	748
2026 Q1	$526K	Buy	20,529 +8,315	+68%	+$223K	0.01%	767
2025 Q4	$329K	Buy	12,214 +2,699	+28%	+$72.1K	﹤0.01%	888
2025 Q3	$251K	Sell	9,515 -33,671	-78%	-$855K	﹤0.01%	933
2025 Q2	$1.06M	Buy	43,186 +8,511	+25%	+$192K	0.01%	594
2025 Q1	$766K	Buy	34,675 +2,626	+8%	+$61.1K	0.01%	641
2024 Q4	$743K	Buy	32,049 +216	+0.7%	+$5.03K	0.01%	662
2024 Q3	$720K	Buy	31,833 +3,111	+11%	+$67.8K	0.01%	675
2024 Q2	$615K	Sell	28,722 -645	-2%	-$13.3K	0.01%	672
2024 Q1	$608K	Sell	29,367 -1,506	-5%	-$29.6K	0.01%	686
2023 Q4	$580K	Buy	30,873 +9,840	+47%	+$173K	0.01%	674
2023 Q3	$355K	Buy	+21,033	New	+$369K	0.01%	758

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

QRG Capital Management's SCHX Position: Q2 2026 in Review

QRG Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q2 2026, buying an estimated $97.1K and bringing the position to 23,931 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #748.

QRG Capital Management first reported a position in SCHX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

QRG Capital Management held 23,931 shares of Schwab US Large- Cap ETF worth $704K as of Q2 2026.
QRG Capital Management bought 3,402 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $97.1K.
Schwab US Large- Cap ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #748 holding.
QRG Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 12 quarters since.
QRG Capital Management's Schwab US Large- Cap ETF position peaked at $1.06M in Q2 2025.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.