RCM
SCHX icon

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
Q2 		$52.7M Sell
1,791,575
-4,413
-0.2% -$126K 22.53% 1
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 $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

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

Richardson Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, selling an estimated $126K and leaving 1,791,575 shares worth $52.7M. The position accounts for 22.53% of the portfolio, ranked #1.

Richardson Capital Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.8M in Q2 2025. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Richardson Capital Management held 1,791,575 shares of Schwab US Large- Cap ETF worth $52.7M as of Q2 2026.
  • Richardson Capital Management sold 4,413 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $126K.
  • Schwab US Large- Cap ETF made up 22.53% of Richardson Capital Management's portfolio in Q2 2026, its #1 holding.
  • Richardson Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Capital Management's Schwab US Large- Cap ETF position peaked at $55.8M in Q2 2025.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.