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Shaker Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Shaker Investments’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
Q3 		– Sell
-10,228
Closed -$250K – 109
2025
Q2 		$250K Buy
10,228
+19
+0.2% +$430 0.1% 92
2025
Q1 		$225K Buy
10,209
+20
+0.2% +$466 0.11% 90
2024
Q4 		$236K Buy
10,189
+16
+0.2% +$373 0.1% 85
2024
Q3 		$230K Buy
10,173
+42
+0.4% +$915 0.1% 86
2024
Q2 		$217K Sell
10,131
-933
-8% -$19.3K 0.09% 86
2024
Q1 		$229K Buy
11,064
+21
+0.2% +$413 0.1% 87
2023
Q4 		$208K Buy
+11,043
New +$194K 0.1% 82
2022
Q1 		– Sell
-11,022
Closed -$209K – 101
2021
Q4 		$209K Buy
+11,022
New +$204K 0.09% 92
2021
Q3 		– Sell
-11,778
Closed -$204K – 95
2021
Q2 		$204K Buy
+11,778
New +$199K 0.09% 92
2021
Q1 		– Sell
-15,444
Closed -$234K – 92
2020
Q4 		$234K Buy
15,444
+534
+4% +$7.64K 0.12% 86
2020
Q3 		$200K Buy
+14,910
New +$198K 0.1% 85

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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 $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Shaker Investments's SCHX Position: Q3 2025 in Review

Shaker Investments sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 10,228 shares — an estimated $250K sold.

Shaker Investments first reported a position in SCHX in Q3 2020 and held it in 11 quarters. The position peaked at $250K in Q2 2025. 1,445 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Shaker Investments reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Shaker Investments sold 10,228 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $250K.
  • Shaker Investments first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 11 quarters.
  • Shaker Investments's Schwab US Large- Cap ETF position peaked at $250K in Q2 2025.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Shaker Investments's 13F filing for Q3 2025, filed 17 Oct 2025.