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

Attessa Capital’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 		$10.5M Sell
356,612
-5,498
-2% -$157K 4.71% 6
2026
Q1 		$9.28M Sell
362,110
-10,705
-3% -$287K 5.05% 6
2025
Q4 		$10M Sell
372,815
-4,637
-1% -$124K 5.48% 6
2025
Q3 		$9.94M Sell
377,452
-8,895
-2% -$226K 5.86% 6
2025
Q2 		$9.44M Buy
386,347
+44,934
+13% +$1.02M 6.04% 5
2025
Q1 		$7.54M Sell
341,413
-3,846
-1% -$89.5K 4.93% 6
2024
Q4 		$8M Buy
+345,259
New +$8.05M 5.46% 5

Other funds holding SCHX

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Attessa Capital's SCHX Position: Q2 2026 in Review

Attessa Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, selling an estimated $157K and leaving 356,612 shares worth $10.5M. The position accounts for 4.71% of the portfolio, ranked #6.

Attessa Capital first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Attessa Capital held 356,612 shares of Schwab US Large- Cap ETF worth $10.5M as of Q2 2026.
  • Attessa Capital sold 5,498 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $157K.
  • Schwab US Large- Cap ETF made up 4.71% of Attessa Capital's portfolio in Q2 2026, its #6 holding.
  • Attessa Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.