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Rothschild Investment LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rothschild Investment LLC’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 		$545K Hold
18,504
– – 0.02% 578
2026
Q1 		$474K Sell
18,504
-84
-0.5% -$2.25K 0.02% 418
2025
Q4 		$500K Buy
18,588
+5,820
+46% +$155K 0.03% 368
2025
Q3 		$336K Buy
12,768
+1
+0% +$25 0.02% 449
2025
Q2 		$312K Hold
12,767
– – 0.02% 418
2025
Q1 		$282K Buy
12,767
+1
+0% +$23 0.02% 430
2024
Q4 		$296K Sell
12,766
-1,700
-12% -$39.6K 0.02% 427
2024
Q3 		$327K Buy
14,466
+14,253
+6,692% +$311K 0.02% 416
2024
Q2 		$4.54K Hold
213
– – ﹤0.01% 1224
2024
Q1 		$4.39K Hold
213
– – ﹤0.01% 1152
2023
Q4 		$3.98K Buy
+213
New +$3.74K ﹤0.01% 1105

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Rothschild Investment LLC's SCHX Position: Q2 2026 in Review

Rothschild Investment LLC held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 18,504 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #578.

Rothschild Investment LLC first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,064 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Rothschild Investment LLC held 18,504 shares of Schwab US Large- Cap ETF worth $545K as of Q2 2026.
  • Rothschild Investment LLC left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #578 holding.
  • Rothschild Investment LLC first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.