Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Qube Research & Technologies (QRT)’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 		$426K Buy
14,491
+3,398
+31% +$97K ﹤0.01% 2703
2026
Q1 		$284K Sell
11,093
-22,472
-67% -$603K ﹤0.01% 2877
2025
Q4 		$903K Sell
33,565
-38,443
-53% -$1.03M ﹤0.01% 2594
2025
Q3 		$1.9M Buy
72,008
+55,428
+334% +$1.41M ﹤0.01% 2258
2025
Q2 		$405K Sell
16,580
-13,514
-45% -$306K ﹤0.01% 2749
2025
Q1 		$664K Sell
30,094
-15,413
-34% -$359K ﹤0.01% 2433
2024
Q4 		$1.05M Buy
45,507
+29,406
+183% +$685K ﹤0.01% 2145
2024
Q3 		$364K Sell
16,101
-28,008
-63% -$610K ﹤0.01% 2371
2024
Q2 		$945K Buy
44,109
+16,530
+60% +$342K ﹤0.01% 1921
2024
Q1 		$571K Buy
27,579
+13,683
+98% +$269K ﹤0.01% 2466
2023
Q4 		$261K Buy
13,896
+4,296
+45% +$75.4K ﹤0.01% 2655
2023
Q3 		$162K Sell
9,600
-75,630
-89% -$1.33M ﹤0.01% 2481
2023
Q2 		$2.06M Buy
85,230
+72,384
+563% +$1.2M 0.01% 1046
2023
Q1 		$207K Buy
12,846
+8,703
+210% +$137K ﹤0.01% 1925
2022
Q4 		$62.4K Sell
4,143
-9,453
-70% -$143K ﹤0.01% 2105
2022
Q3 		$192K Buy
13,596
+11,793
+654% +$185K ﹤0.01% 1782
2022
Q2 		$27K Buy
1,803
+1,299
+258% +$21K ﹤0.01% 2228
2022
Q1 		$9K Sell
504
-2,100
-81% -$37.2K ﹤0.01% 2295
2021
Q4 		$49K Buy
+2,604
New +$48.1K ﹤0.01% 2261
2021
Q2 		– Sell
-1,938
Closed -$31K – 2746
2021
Q1 		$31K Buy
1,938
+1,806
+1,368% +$28.3K ﹤0.01% 1802
2020
Q4 		$2K Buy
+132
New +$1.89K ﹤0.01% 1749

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

Qube Research & Technologies (QRT)'s SCHX Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its Schwab US Large- Cap ETF (SCHX) stake by 31% in Q2 2026, buying an estimated $97K and bringing the position to 14,491 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Qube Research & Technologies (QRT) first reported a position in SCHX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.06M in Q2 2023. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Qube Research & Technologies (QRT) held 14,491 shares of Schwab US Large- Cap ETF worth $426K as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 3,398 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $97K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #2703 holding.
  • Qube Research & Technologies (QRT) first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Qube Research & Technologies (QRT)'s Schwab US Large- Cap ETF position peaked at $2.06M in Q2 2023.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.