Rockefeller Capital Management
SCHX icon

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

Rockefeller 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 		$17.5M Buy
682,382
+12,577
+2% +$337K 0.03% 480
2025
Q4 		$18M Buy
669,805
+8,163
+1% +$218K 0.03% 463
2025
Q3 		$17.4M Buy
661,642
+49,809
+8% +$1.26M 0.03% 457
2025
Q2 		$15M Buy
611,833
+73,216
+14% +$1.66M 0.03% 473
2025
Q1 		$11.9M Buy
538,617
+174,861
+48% +$4.07M 0.03% 524
2024
Q4 		$8.43M Sell
363,756
-6,306
-2% -$147K 0.02% 593
2024
Q3 		$8.37M Sell
370,062
-1,140
-0.3% -$24.8K 0.02% 587
2024
Q2 		$7.95M Sell
371,202
-2,520
-0.7% -$52.1K 0.02% 572
2024
Q1 		$7.73M Sell
373,722
-32,337
-8% -$637K 0.02% 575
2023
Q4 		$7.63M Buy
406,059
+12,246
+3% +$215K 0.03% 535
2023
Q3 		$6.64M Sell
393,813
-12,729
-3% -$223K 0.03% 518
2023
Q2 		$7.1M Buy
406,542
+315,261
+345% +$5.21M 0.03% 519
2023
Q1 		$1.47M Buy
91,281
+2,199
+2% +$34.6K 0.01% 928
2022
Q4 		$1.34M Sell
89,082
-11,316
-11% -$171K 0.01% 898
2022
Q3 		$1.42M Sell
100,398
-1,482
-1% -$23.3K 0.01% 885
2022
Q2 		$1.52M Sell
101,880
-17,958
-15% -$291K 0.01% 851
2022
Q1 		$2.15M Buy
119,838
+1,794
+2% +$31.8K 0.01% 780
2021
Q4 		$2.24M Buy
118,044
+2,844
+2% +$52.5K 0.01% 758
2021
Q3 		$2M Buy
115,200
+16,590
+17% +$296K 0.01% 750
2021
Q2 		$1.71M Buy
98,610
+92,364
+1,479% +$1.56M 0.01% 756
2021
Q1 		$99K Buy
6,246
+2,904
+87% +$45.5K ﹤0.01% 1600
2020
Q4 		$50K Hold
3,342
– – ﹤0.01% 1685
2020
Q3 		$44K Hold
3,342
– – ﹤0.01% 1541
2020
Q2 		$41K Hold
3,342
– – ﹤0.01% 1458
2020
Q1 		$34K Hold
3,342
– – ﹤0.01% 1355
2019
Q4 		$43K Hold
3,342
– – ﹤0.01% 1190
2019
Q3 		$40K Hold
3,342
– – ﹤0.01% 1037
2019
Q2 		$39K Buy
+3,342
New +$38.4K ﹤0.01% 871

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 $5.05B 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 $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rockefeller Capital Management's SCHX Position: Q1 2026 in Review

Rockefeller Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q1 2026, buying an estimated $337K and bringing the position to 682,382 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #480.

Rockefeller Capital Management first reported a position in SCHX in Q2 2019 and has held it in 28 quarters since. The position peaked at $18M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Rockefeller Capital Management held 682,382 shares of Schwab US Large- Cap ETF worth $17.5M as of Q1 2026.
  • Rockefeller Capital Management bought 12,577 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $337K.
  • Schwab US Large- Cap ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #480 holding.
  • Rockefeller Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Rockefeller Capital Management's Schwab US Large- Cap ETF position peaked at $18M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.