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

Richardson 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
Q1 		$46M Buy
1,795,988
+48,112
+3% +$1.29M 22.23% 1
2025
Q4 		$47M Sell
1,747,876
-137,374
-7% -$3.67M 23.6% 1
2025
Q3 		$49.7M Sell
1,885,250
-397,227
-17% -$10.1M 23.6% 1
2025
Q2 		$55.8M Buy
2,282,477
+231,693
+11% +$5.24M 29.25% 1
2025
Q1 		$45.3M Buy
2,050,784
+314,228
+18% +$7.31M 28.24% 1
2024
Q4 		$40.3M Buy
1,736,556
+89,619
+5% +$2.09M 25.6% 1
2024
Q3 		$37.2M Buy
1,646,937
+231,129
+16% +$5.04M 26.02% 2
2024
Q2 		$30.3M Buy
1,415,808
+87,753
+7% +$1.81M 23.34% 2
2024
Q1 		$27.5M Buy
1,328,055
+1,327,335
+184,352% +$26.1M 22.46% 2
2023
Q4 		$17.9M Buy
+720
New +$12.6K 17.39% 3

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return