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

Rovin Capital’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
2025
Q4 		$3.24M Sell
120,346
-5,891
-5% -$157K 0.86% 31
2025
Q3 		$3.33M Buy
126,237
+33,851
+37% +$860K 0.92% 30
2025
Q2 		$2.26M Sell
92,386
-1,027
-1% -$23.2K 0.68% 38
2025
Q1 		$2.06M Buy
93,413
+1,148
+1% +$26.7K 0.66% 40
2024
Q4 		$2.14M Buy
92,265
+411
+0.4% +$9.58K 0.77% 32
2024
Q3 		$2.08M Buy
91,854
+1,125
+1% +$24.5K 0.77% 32
2024
Q2 		$1.94M Sell
90,729
-2,412
-3% -$49.8K 0.81% 32
2024
Q1 		$1.93M Buy
93,141
+480
+0.5% +$9.45K 0.79% 29
2023
Q4 		$1.74M Sell
92,661
-621
-0.7% -$10.9K 0.79% 29
2023
Q3 		$1.57M Buy
93,282
+1,200
+1% +$21.1K 0.73% 27
2023
Q2 		$1.61M Sell
92,082
-3,651
-4% -$60.3K 0.72% 28
2023
Q1 		$1.54M Sell
95,733
-1,932
-2% -$30.4K 0.74% 30
2022
Q4 		$1.47M Sell
97,665
-3,321
-3% -$50.3K 0.73% 30
2022
Q3 		$1.43M Sell
100,986
-2,424
-2% -$38K 0.82% 20
2022
Q2 		$1.54M Sell
103,410
-1,281
-1% -$20.8K 1.03% 16
2022
Q1 		$1.88M Sell
104,691
-33,003
-24% -$584K 1% 16
2021
Q4 		$2.61M Sell
137,694
-38,658
-22% -$714K 1.26% 17
2021
Q3 		$3.06M Sell
176,352
-888
-0.5% -$15.8K 2.1% 14
2021
Q2 		$3.07M Sell
177,240
-16,560
-9% -$279K 2.29% 13
2021
Q1 		$3.1M Sell
193,800
-19,032
-9% -$298K 2.68% 15
2020
Q4 		$3.23M Buy
212,832
+642
+0.3% +$9.19K 2.54% 11
2020
Q3 		$2.85M Sell
212,190
-1,614
-0.8% -$21.4K 2.69% 9
2020
Q2 		$2.64M Sell
213,804
-6,108
-3% -$71.2K 2.68% 9
2020
Q1 		$2.51M Sell
219,912
-9,042
-4% -$110K 2.62% 9
2019
Q4 		$2.93M Buy
+228,954
New +$2.81M 2.54% 13

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rovin Capital's SCHX Position: Q4 2025 in Review

Rovin Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.7% in Q4 2025, selling an estimated $157K and leaving 120,346 shares worth $3.24M. The position accounts for 0.86% of the portfolio, ranked #31.

Rovin Capital first reported a position in SCHX in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.33M in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Rovin Capital held 120,346 shares of Schwab US Large- Cap ETF worth $3.24M as of Q4 2025.
  • Rovin Capital sold 5,891 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $157K.
  • Schwab US Large- Cap ETF made up 0.86% of Rovin Capital's portfolio in Q4 2025, its #31 holding.
  • Rovin Capital first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Rovin Capital's Schwab US Large- Cap ETF position peaked at $3.33M in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.