Rockefeller Capital Management
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15M Buy
611,833
+73,216
+14% +$1.79M 0.03% 473
2025
Q1 		$11.9M Buy
538,617
+174,861
+48% +$3.86M 0.03% 524
2024
Q4 		$8.43M Sell
363,756
-6,306
-2% -$146K 0.02% 593
2024
Q3 		$8.37M Sell
370,062
-1,140
-0.3% -$25.8K 0.02% 587
2024
Q2 		$7.95M Sell
371,202
-2,520
-0.7% -$54K 0.02% 572
2024
Q1 		$7.73M Sell
373,722
-32,337
-8% -$669K 0.02% 575
2023
Q4 		$7.63M Buy
406,059
+12,246
+3% +$230K 0.03% 535
2023
Q3 		$6.64M Sell
393,813
-12,729
-3% -$215K 0.03% 518
2023
Q2 		$7.1M Buy
406,542
+315,261
+345% +$5.5M 0.03% 519
2023
Q1 		$1.47M Buy
91,281
+2,199
+2% +$35.4K 0.01% 928
2022
Q4 		$1.34M Sell
89,082
-11,316
-11% -$170K 0.01% 898
2022
Q3 		$1.42M Sell
100,398
-1,482
-1% -$20.9K 0.01% 885
2022
Q2 		$1.52M Sell
101,880
-17,958
-15% -$267K 0.01% 851
2022
Q1 		$2.15M Buy
119,838
+1,794
+2% +$32.2K 0.01% 780
2021
Q4 		$2.24M Buy
118,044
+2,844
+2% +$53.9K 0.01% 758
2021
Q3 		$2M Buy
115,200
+16,590
+17% +$287K 0.01% 750
2021
Q2 		$1.71M Buy
98,610
+92,364
+1,479% +$1.6M 0.01% 756
2021
Q1 		$99K Buy
6,246
+2,904
+87% +$46K ﹤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 +$39K ﹤0.01% 871