Charles Schwab’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Charles Schwab’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Buy	+2,477	New	+$289K	﹤0.01%	3336

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Charles Schwab's BOXX Position: Q2 2026 in Review

Charles Schwab opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 2,477 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #3336 among its holdings.

371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Charles Schwab held 2,477 shares of Alpha Architect 1-3 Month Box ETF worth $290K as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Charles Schwab position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3336 holding.
371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.