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

Atlas Capital Advisors’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	$784K	Buy	+30,591	New	+$821K	0.09%	181
2023 Q2	–	Sell	-198	Closed	-$3.19K	–	926
2023 Q1	$3.19K	Hold	198	–	–	﹤0.01%	813
2022 Q4	$2.98K	Hold	198	–	–	﹤0.01%	814
2022 Q3	$2.79K	Hold	198	–	–	﹤0.01%	817
2022 Q2	$2.95K	Hold	198	–	–	﹤0.01%	888
2022 Q1	$3.55K	Sell	198 -450	-69%	-$7.97K	﹤0.01%	822
2021 Q4	$12.3K	Hold	648	–	–	﹤0.01%	690
2021 Q3	$11.2K	Hold	648	–	–	﹤0.01%	710
2021 Q2	$11.2K	Hold	648	–	–	﹤0.01%	729
2021 Q1	$10.4K	Hold	648	–	–	﹤0.01%	674
2020 Q4	$9.82K	Buy	+648	New	+$9.27K	﹤0.01%	594
2020 Q3	–	Sell	-648	Closed	-$8K	–	537
2020 Q2	$8K	Hold	648	–	–	﹤0.01%	619
2020 Q1	$6.62K	Hold	648	–	–	﹤0.01%	601
2019 Q4	$8.29K	Hold	648	–	–	﹤0.01%	594
2019 Q3	$7.66K	Buy	648 +198	+44%	+$2.33K	﹤0.01%	587
2019 Q2	$5.26K	Sell	450 -1,290	-74%	-$14.8K	﹤0.01%	624
2019 Q1	$5.07K	Buy	1,740 +1,290	+287%	+$14K	﹤0.01%	550
2018 Q4	$4.48K	Hold	450	–	–	﹤0.01%	548
2018 Q3	$5.24K	Hold	450	–	–	﹤0.01%	527
2018 Q2	$5.04K	Hold	450	–	–	﹤0.01%	493
2018 Q1	$4.73K	Buy	+450	New	+$4.89K	﹤0.01%	506

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 $1.81B AUM 22.3% 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

Atlas Capital Advisors's SCHX Position: Q1 2026 in Review

Atlas Capital Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 30,591 shares worth $784K. The stake represents 0.09% of the portfolio and ranks #181 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in SCHX as recently as Q1 2023.

Atlas Capital Advisors first reported a position in SCHX in Q1 2018 and has held it in 21 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Atlas Capital Advisors held 30,591 shares of Schwab US Large- Cap ETF worth $784K as of Q1 2026.
Schwab US Large- Cap ETF was a new Atlas Capital Advisors position in Q1 2026.
Schwab US Large- Cap ETF made up 0.09% of Atlas Capital Advisors's portfolio in Q1 2026, its #181 holding.
Atlas Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 21 quarters since.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.