Atmos Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Atmos Advisory’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	$8.71K	Hold	296	–	–	﹤0.01%	16
2026 Q1	$7.59K	Buy	296 +1	+0.3%	+$27	﹤0.01%	16
2025 Q4	$7.94K	Hold	295	–	–	﹤0.01%	17
2025 Q3	$7.77K	Hold	295	–	–	﹤0.01%	16
2025 Q2	$7.21K	Hold	295	–	–	﹤0.01%	16
2025 Q1	$6.51K	Sell	295 -71	-19%	-$1.65K	﹤0.01%	16
2024 Q4	$8.48K	Hold	366	–	–	0.01%	26
2024 Q3	$8.28K	Hold	366	–	–	0.01%	15
2024 Q2	$7.84K	Hold	366	–	–	0.01%	15
2024 Q1	$7.57K	Hold	366	–	–	0.01%	15
2023 Q4	$6.88K	Hold	366	–	–	0.01%	17
2023 Q3	$6.17K	Sell	366 -105	-22%	-$1.84K	0.01%	16
2023 Q2	$8.22K	Hold	471	–	–	0.01%	16
2023 Q1	$7.59K	Sell	471 -1,320	-74%	-$20.8K	0.01%	16
2022 Q4	$27K	Sell	1,791 -51	-3%	-$772	0.02%	18
2022 Q3	$26K	Sell	1,842 -177	-9%	-$2.78K	0.02%	17
2022 Q2	$30K	Sell	2,019 -63	-3%	-$1.02K	0.03%	17
2022 Q1	$37K	Sell	2,082 -114	-5%	-$2.02K	0.03%	17
2021 Q4	$42K	Buy	+2,196	New	+$40.6K	0.04%	17

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Atmos Advisory's SCHX Position: Q2 2026 in Review

Atmos Advisory held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 296 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #16.

Atmos Advisory first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $42K in Q4 2021. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Atmos Advisory held 296 shares of Schwab US Large- Cap ETF worth $8.71K as of Q2 2026.
Atmos Advisory left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Atmos Advisory's portfolio in Q2 2026, its #16 holding.
Atmos Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
Atmos Advisory's Schwab US Large- Cap ETF position peaked at $42K in Q4 2021.
1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.