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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 $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 $4.9B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return