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AlTi Global’s Schwab US Large- Cap ETF SCHX Stock Holding History

AlTi Global’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
Q2 		$3.41M Buy
115,864
+45,520
+65% +$1.3M 0.07% 130
2026
Q1 		$1.8M Buy
70,344
+191
+0.3% +$5.12K 0.04% 168
2025
Q4 		$1.89M Buy
70,153
+195
+0.3% +$5.21K 0.04% 167
2025
Q3 		$1.84M Sell
69,958
-3,272
-4% -$83.1K 0.04% 174
2025
Q2 		$1.79M Sell
73,230
-2,658
-4% -$60.1K 0.04% 169
2025
Q1 		$1.68M Sell
75,888
-2,006
-3% -$46.7K 0.04% 157
2024
Q4 		$1.81M Buy
77,894
+1,778
+2% +$41.4K 0.04% 162
2024
Q3 		$1.72M Buy
76,116
+402
+0.5% +$8.76K 0.04% 166
2024
Q2 		$1.63M Sell
75,714
-270
-0.4% -$5.58K 0.04% 161
2024
Q1 		$1.57M Buy
75,984
+471
+0.6% +$9.27K 0.04% 163
2023
Q4 		$1.42M Buy
+75,513
New +$1.33M 0.04% 160

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AlTi Global's SCHX Position: Q2 2026 in Review

AlTi Global increased its Schwab US Large- Cap ETF (SCHX) stake by 65% in Q2 2026, buying an estimated $1.3M and bringing the position to 115,864 shares worth $3.41M. The position accounts for 0.07% of the portfolio, ranked #130.

AlTi Global first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • AlTi Global held 115,864 shares of Schwab US Large- Cap ETF worth $3.41M as of Q2 2026.
  • AlTi Global bought 45,520 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.3M.
  • Schwab US Large- Cap ETF made up 0.07% of AlTi Global's portfolio in Q2 2026, its #130 holding.
  • AlTi Global first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.