Torren Management
SCHX icon

Torren Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Torren Management’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 		$724K Sell
24,139
-155
-0.6% -$4.64K 0.36% 22
2026
Q2 		$715K Sell
24,294
-93
-0.4% -$2.66K 0.36% 21
2026
Q1 		$625K Sell
24,387
-682
-3% -$18.3K 0.31% 20
2025
Q4 		$675K Buy
+25,069
New +$669K 0.34% 29

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Torren Management's SCHX Position: Q3 2026 in Review

Torren Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.64% in Q3 2026, selling an estimated $4.64K and leaving 24,139 shares worth $724K. The position accounts for 0.36% of the portfolio, ranked #22.

Torren Management first reported a position in SCHX in Q4 2025 and has held it in 4 quarters since. 1,033 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Torren Management held 24,139 shares of Schwab US Large- Cap ETF worth $724K as of Q3 2026.
  • Torren Management sold 155 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $4.64K.
  • Schwab US Large- Cap ETF made up 0.36% of Torren Management's portfolio in Q3 2026, its #22 holding.
  • Torren Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.