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

TFR 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
2026 Q3	$826K	Sell	27,534 -1,066	-4%	-$31.9K	0.21%	92
2026 Q2	$842K	Hold	28,600	–	–	0.24%	93
2026 Q1	$733K	Sell	28,600 -53	-0.2%	-$1.42K	0.23%	93
2025 Q4	$771K	Buy	28,653 +53	+0.2%	+$1.42K	0.26%	83
2025 Q3	$753K	Hold	28,600	–	–	0.25%	83
2025 Q2	$699K	Hold	28,600	–	–	0.25%	84
2025 Q1	$631K	Buy	28,600 +1,800	+7%	+$41.9K	0.26%	84
2024 Q4	$621K	Buy	+26,800	New	+$625K	0.31%	64

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

TFR Capital's SCHX Position: Q3 2026 in Review

TFR Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.7% in Q3 2026, selling an estimated $31.9K and leaving 27,534 shares worth $826K. The position accounts for 0.21% of the portfolio, ranked #92.

TFR Capital first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. The position peaked at $842K in Q2 2026. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

TFR Capital held 27,534 shares of Schwab US Large- Cap ETF worth $826K as of Q3 2026.
TFR Capital sold 1,066 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $31.9K.
Schwab US Large- Cap ETF made up 0.21% of TFR Capital's portfolio in Q3 2026, its #92 holding.
TFR Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
TFR Capital's Schwab US Large- Cap ETF position peaked at $842K in Q2 2026.
1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.