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Trexquant Investment’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trexquant Investment’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
Q2 		– Sell
-13,412
Closed -$296K – 1831
2025
Q1 		$296K Buy
+13,412
New +$312K ﹤0.01% 1395
2024
Q4 		– Sell
-10,005
Closed -$226K – 1815
2024
Q3 		$226K Buy
+10,005
New +$218K ﹤0.01% 1419
2024
Q1 		– Sell
-45,615
Closed -$858K – 1747
2023
Q4 		$858K Buy
+45,615
New +$801K 0.02% 878
2023
Q3 		– Sell
-28,107
Closed -$491K – 1776
2023
Q2 		$491K Sell
28,107
-20,160
-42% -$333K 0.01% 1014
2023
Q1 		$778K Buy
+48,267
New +$760K 0.02% 825
2022
Q4 		– Sell
-19,617
Closed -$277K – 1691
2022
Q3 		$277K Buy
+19,617
New +$308K 0.01% 1065
2022
Q1 		– Sell
-30,768
Closed -$584K – 1680
2021
Q4 		$584K Buy
30,768
+18,792
+157% +$347K 0.04% 573
2021
Q3 		$208K Sell
11,976
-834
-7% -$14.9K 0.02% 944
2021
Q2 		$222K Buy
+12,810
New +$216K 0.02% 862
2020
Q4 		– Sell
-106,782
Closed -$1.44M – 1437
2020
Q3 		$1.44M Buy
+106,782
New +$1.42M 0.09% 302
2020
Q2 		– Sell
-198,810
Closed -$2.03M – 1442
2020
Q1 		$2.03M Buy
198,810
+174,870
+730% +$2.12M 0.15% 210
2019
Q4 		$306K Buy
+23,940
New +$293K 0.02% 739

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Trexquant Investment's SCHX Position: Q2 2025 in Review

Trexquant Investment sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 13,412 shares — an estimated $296K sold.

Trexquant Investment first reported a position in SCHX in Q4 2019 and held it in 12 quarters. The position peaked at $2.03M in Q1 2020. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

  • Trexquant Investment reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Trexquant Investment sold 13,412 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $296K.
  • Trexquant Investment first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 12 quarters.
  • Trexquant Investment's Schwab US Large- Cap ETF position peaked at $2.03M in Q1 2020.
  • 1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Trexquant Investment's 13F filing for Q2 2025, filed 12 Aug 2025.