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Rossby Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rossby Financial’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 		$630K Sell
21,391
-724
-3% -$20.7K 0.12% 169
2026
Q1 		$571K Buy
22,115
+10,250
+86% +$275K 0.12% 165
2025
Q4 		$319K Buy
11,865
+8,028
+209% +$214K 0.1% 178
2025
Q3 		$101K Hold
3,837
– – 0.03% 397
2025
Q2 		$93.8K Sell
3,837
-450
-10% -$10.2K 0.03% 378
2025
Q1 		$93.3K Buy
+4,287
New +$99.8K 0.04% 352

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

Rossby Financial's SCHX Position: Q2 2026 in Review

Rossby Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q2 2026, selling an estimated $20.7K and leaving 21,391 shares worth $630K. The position accounts for 0.12% of the portfolio, ranked #169.

Rossby Financial first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Rossby Financial held 21,391 shares of Schwab US Large- Cap ETF worth $630K as of Q2 2026.
  • Rossby Financial sold 724 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $20.7K.
  • Schwab US Large- Cap ETF made up 0.12% of Rossby Financial's portfolio in Q2 2026, its #169 holding.
  • Rossby Financial first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.