Tower Research Capital (TRC)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tower Research Capital (TRC)’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 Q1	$2.55M	Buy	99,457 +57,212	+135%	+$1.53M	0.07%	292
2025 Q4	$1.14M	Sell	42,245 -285,415	-87%	-$7.62M	0.03%	477
2025 Q3	$8.63M	Buy	327,660 +35,991	+12%	+$914K	0.24%	69
2025 Q2	$7.13M	Buy	+291,669	New	+$6.59M	0.19%	85
2025 Q1	–	Sell	-17,729	Closed	-$411K	–	5711
2024 Q4	$411K	Buy	+17,729	New	+$413K	0.01%	1206
2024 Q3	–	Sell	-5,271	Closed	-$113K	–	5949
2024 Q2	$113K	Buy	+5,271	New	+$109K	﹤0.01%	2494
2024 Q1	–	Sell	-4,488	Closed	-$84.4K	–	6104
2023 Q4	$84.4K	Sell	4,488 -906	-17%	-$15.9K	﹤0.01%	2767
2023 Q3	$91K	Sell	5,394 -320,829	-98%	-$5.63M	﹤0.01%	2048
2023 Q2	$5.69M	Buy	326,223 +112,209	+52%	+$1.85M	0.19%	71
2023 Q1	$3.45M	Buy	214,014 +213,159	+24,931%	+$3.35M	0.11%	119
2022 Q4	$13K	Buy	855 +636	+290%	+$9.63K	﹤0.01%	3635
2022 Q3	$3K	Buy	+219	New	+$3.44K	﹤0.01%	5417
2022 Q2	–	Sell	-684	Closed	-$12K	–	6468
2022 Q1	$12K	Sell	684 -27,420	-98%	-$485K	﹤0.01%	4088
2021 Q4	$533K	Sell	28,104 -16,476	-37%	-$304K	0.01%	1075
2021 Q3	$773K	Buy	44,580 +16,812	+61%	+$300K	0.02%	687
2021 Q2	$481K	Buy	27,768 +20,790	+298%	+$351K	0.01%	1225
2021 Q1	$112K	Buy	6,978 +2,178	+45%	+$34.1K	﹤0.01%	2510
2020 Q4	$73K	Sell	4,800 -46,332	-91%	-$663K	﹤0.01%	2682
2020 Q3	$687K	Sell	51,132 -401,928	-89%	-$5.34M	0.01%	1336
2020 Q2	$5.59M	Buy	+453,060	New	+$5.28M	0.23%	56
2019 Q2	–	Sell	-3,558	Closed	-$40K	–	4211
2019 Q1	$40K	Buy	3,558 +3,468	+3,853%	+$37.6K	﹤0.01%	1883
2018 Q4	$1K	Hold	90	–	–	﹤0.01%	3657
2018 Q3	$1K	Buy	+90	New	+$1.02K	﹤0.01%	3616
2018 Q2	–	Sell	-292,650	Closed	-$3.08M	–	4009
2018 Q1	$3.08M	Buy	+292,650	New	+$3.18M	0.26%	47
2017 Q4	–	Sell	-154,668	Closed	-$1.55M	–	3954
2017 Q3	$1.55M	Buy	154,668 +11,880	+8%	+$117K	0.13%	96
2017 Q2	$1.38M	Buy	142,788 +15,396	+12%	+$147K	0.16%	111
2017 Q1	$1.2M	Buy	+127,392	New	+$1.18M	0.12%	74
2016 Q4	–	Sell	-27,390	Closed	-$236K	–	4327
2016 Q3	$236K	Sell	27,390 -340,908	-93%	-$2.92M	0.02%	414
2016 Q2	$3.06M	Buy	368,298 +194,262	+112%	+$1.6M	0.29%	63
2016 Q1	$1.42M	Buy	+174,036	New	+$1.34M	0.21%	80
2015 Q4	–	Sell	-194,538	Closed	-$1.48M	–	4987
2015 Q3	$1.48M	Buy	194,538 +110,868	+133%	+$897K	0.14%	89
2015 Q2	$688K	Buy	83,670 +82,026	+4,989%	+$689K	0.06%	118
2015 Q1	$14K	Buy	+1,644	New	+$13.5K	﹤0.01%	2531
2014 Q4	–	Sell	-442,362	Closed	-$3.46M	–	4615
2014 Q3	$3.46M	Buy	442,362 +145,644	+49%	+$1.15M	0.39%	46
2014 Q2	$2.32M	Buy	+296,718	New	+$2.25M	0.3%	41

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tower Research Capital (TRC)'s SCHX Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Schwab US Large- Cap ETF (SCHX) stake by 135% in Q1 2026, buying an estimated $1.53M and bringing the position to 99,457 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #292.

Tower Research Capital (TRC) first reported a position in SCHX in Q2 2014 and has held it in 35 quarters since. The position peaked at $8.63M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Tower Research Capital (TRC) held 99,457 shares of Schwab US Large- Cap ETF worth $2.55M as of Q1 2026.
Tower Research Capital (TRC) bought 57,212 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.53M.
Schwab US Large- Cap ETF made up 0.07% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #292 holding.
Tower Research Capital (TRC) first reported a position in Schwab US Large- Cap ETF in Q2 2014 and has held it in 35 quarters since.
Tower Research Capital (TRC)'s Schwab US Large- Cap ETF position peaked at $8.63M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.