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

TownSquare 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
2025
Q3 		– Sell
-27,373
Closed -$669K – 558
2025
Q2 		$669K Sell
27,373
-174,235
-86% -$3.94M 0.07% 292
2025
Q1 		$4.45M Buy
201,608
+3,690
+2% +$85.9K 0.05% 350
2024
Q4 		$4.59M Sell
197,918
-104,392
-35% -$2.43M 0.05% 330
2024
Q3 		$6.84M Sell
302,310
-11,976
-4% -$261K 0.08% 240
2024
Q2 		$6.73M Sell
314,286
-36,837
-10% -$761K 0.09% 214
2024
Q1 		$7.26M Sell
351,123
-1,044,801
-75% -$20.6M 0.11% 187
2023
Q4 		$26.2M Buy
1,395,924
+32,364
+2% +$568K 0.45% 51
2023
Q3 		$23M Sell
1,363,560
-35,145
-3% -$617K 0.42% 56
2023
Q2 		$24.4M Buy
1,398,705
+1,339,236
+2,252% +$22.1M 0.44% 54
2023
Q1 		$959K Sell
59,469
-20,862
-26% -$328K 0.02% 485
2022
Q4 		$1.21M Sell
80,331
-12,939
-14% -$196K 0.03% 395
2022
Q3 		$1.32M Sell
93,270
-1,743
-2% -$27.3K 0.04% 314
2022
Q2 		$1.41M Buy
95,013
+6,465
+7% +$105K 0.04% 295
2022
Q1 		$1.59M Sell
88,548
-17,184
-16% -$304K 0.04% 295
2021
Q4 		$2.01M Sell
105,732
-9,282
-8% -$171K 0.05% 275
2021
Q3 		$2M Sell
115,014
-5,022
-4% -$89.6K 0.06% 257
2021
Q2 		$2.1M Buy
120,036
+11,640
+11% +$196K 0.07% 239
2021
Q1 		$1.74M Buy
108,396
+4,644
+4% +$72.8K 0.07% 230
2020
Q4 		$1.57M Buy
103,752
+414
+0.4% +$5.92K 0.07% 222
2020
Q3 		$1.39M Sell
103,338
-53,748
-34% -$714K 0.08% 191
2020
Q2 		$1.98M Sell
157,086
-2,616
-2% -$30.5K 0.13% 128
2020
Q1 		$1.79M Buy
+159,702
New +$1.94M 0.14% 118

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 $5.05B 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 $1.81B 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 $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

TownSquare Capital's SCHX Position: Q3 2025 in Review

TownSquare Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 27,373 shares — an estimated $669K sold.

TownSquare Capital first reported a position in SCHX in Q1 2020 and held it in 22 quarters. The position peaked at $26.2M in Q4 2023. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • TownSquare Capital reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • TownSquare Capital sold 27,373 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $669K.
  • TownSquare Capital first reported a position in Schwab US Large- Cap ETF in Q1 2020 and held it in 22 quarters.
  • TownSquare Capital's Schwab US Large- Cap ETF position peaked at $26.2M in Q4 2023.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.