Cottage Street Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cottage Street 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 Q2	$263K	Sell	8,938 -348	-4%	-$9.94K	0.1%	127
2026 Q1	$238K	Buy	9,286 +25	+0.3%	+$671	0.1%	118
2025 Q4	$249K	Buy	9,261 +27	+0.3%	+$721	0.11%	115
2025 Q3	$243K	Buy	9,234 +64	+0.7%	+$1.63K	0.1%	118
2025 Q2	$224K	Buy	9,170 +20	+0.2%	+$452	0.12%	105
2025 Q1	$202K	Buy	9,150 +27	+0.3%	+$629	0.1%	100
2024 Q4	$211K	Buy	9,123 +30	+0.3%	+$699	0.11%	109
2024 Q3	$206K	Buy	+9,093	New	+$198K	0.11%	106

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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 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

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

Cottage Street Advisors's SCHX Position: Q2 2026 in Review

Cottage Street Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.7% in Q2 2026, selling an estimated $9.94K and leaving 8,938 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #127.

Cottage Street Advisors first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cottage Street Advisors held 8,938 shares of Schwab US Large- Cap ETF worth $263K as of Q2 2026.
Cottage Street Advisors sold 348 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.94K.
Schwab US Large- Cap ETF made up 0.1% of Cottage Street Advisors's portfolio in Q2 2026, its #127 holding.
Cottage Street Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.