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

Athena Investment 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
Q2 		$28.8M Sell
979,866
-326,956
-25% -$9.34M 17.1% 1
2026
Q1 		$33.5M Buy
1,306,822
+58
+0% +$1.56K 17.38% 1
2025
Q4 		$35.2M Sell
1,306,764
-1,579
-0.1% -$42.2K 18.02% 1
2025
Q3 		$34.5M Sell
1,308,343
-12,965
-1% -$329K 17.95% 1
2025
Q2 		$32.3M Sell
1,321,308
-268
-0% -$6.06K 18.05% 1
2025
Q1 		$29.2M Sell
1,321,576
-51,415
-4% -$1.2M 17.67% 1
2024
Q4 		$31.8M Buy
1,372,991
+14,291
+1% +$333K 18.44% 1
2024
Q3 		$30.7M Sell
1,358,700
-6,999
-0.5% -$152K 17.52% 1
2024
Q2 		$29.2M Sell
1,365,699
-35,625
-3% -$736K 17.74% 1
2024
Q1 		$29M Sell
1,401,324
-20,691
-1% -$407K 17.4% 1
2023
Q4 		$26.7M Sell
1,422,015
-7,947
-0.6% -$140K 17.34% 1
2023
Q3 		$24.1M Sell
1,429,962
-6,048
-0.4% -$106K 17.27% 1
2023
Q2 		$25.1M Buy
1,436,010
+5,796
+0.4% +$95.7K 17.25% 1
2023
Q1 		$23.1M Sell
1,430,214
-6,201
-0.4% -$97.6K 16.59% 1
2022
Q4 		$21.6M Buy
1,436,415
+82,263
+6% +$1.25M 15.86% 1
2022
Q3 		$19.1M Buy
1,354,152
+2,262
+0.2% +$35.5K 16.05% 1
2022
Q2 		$20.1M Buy
1,351,890
+120,741
+10% +$1.96M 15.87% 1
2022
Q1 		$22.1M Buy
+1,231,149
New +$21.8M 17.14% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Athena Investment Management's SCHX Position: Q2 2026 in Review

Athena Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 25% in Q2 2026, selling an estimated $9.34M and leaving 979,866 shares worth $28.8M. The position accounts for 17.1% of the portfolio, ranked #1.

Athena Investment Management first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $35.2M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Athena Investment Management held 979,866 shares of Schwab US Large- Cap ETF worth $28.8M as of Q2 2026.
  • Athena Investment Management sold 326,956 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.34M.
  • Schwab US Large- Cap ETF made up 17.1% of Athena Investment Management's portfolio in Q2 2026, its #1 holding.
  • Athena Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Schwab US Large- Cap ETF position peaked at $35.2M in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.