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Montis Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Montis Financial’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 		$5.79M Sell
196,705
-150
-0.1% -$4.28K 1.18% 22
2026
Q1 		$5.05M Sell
196,855
-11,330
-5% -$304K 1.04% 23
2025
Q4 		$5.6M Sell
208,185
-7,611
-4% -$203K 1.11% 21
2025
Q3 		$5.68M Sell
215,796
-28,312
-12% -$719K 1.31% 21
2025
Q2 		$5.97M Sell
244,108
-78,633
-24% -$1.78M 1.66% 15
2025
Q1 		$7.13M Sell
322,741
-74,729
-19% -$1.74M 2.1% 13
2024
Q4 		$9.21M Sell
397,470
-6,861
-2% -$160K 2.85% 9
2024
Q3 		$9.14M Sell
404,331
-58,074
-13% -$1.27M 3.25% 8
2024
Q2 		$9.9M Sell
462,405
-20,640
-4% -$427K 4.54% 7
2024
Q1 		$9.99M Sell
483,045
-25,794
-5% -$508K 4.75% 7
2023
Q4 		$9.57M Sell
508,839
-26,427
-5% -$464K 5.69% 6
2023
Q3 		$9.03M Sell
535,266
-18,966
-3% -$333K 6.05% 6
2023
Q2 		$9.68M Sell
554,232
-43,029
-7% -$710K 6.38% 6
2023
Q1 		$9.63M Sell
597,261
-6,906
-1% -$109K 7.45% 4
2022
Q4 		$9.09M Buy
+604,167
New +$9.15M 7.7% 4

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Montis Financial's SCHX Position: Q2 2026 in Review

Montis Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q2 2026, selling an estimated $4.28K and leaving 196,705 shares worth $5.79M. The position accounts for 1.18% of the portfolio, ranked #22.

Montis Financial first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.99M in Q1 2024. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Montis Financial held 196,705 shares of Schwab US Large- Cap ETF worth $5.79M as of Q2 2026.
  • Montis Financial sold 150 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.28K.
  • Schwab US Large- Cap ETF made up 1.18% of Montis Financial's portfolio in Q2 2026, its #22 holding.
  • Montis Financial first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Montis Financial's Schwab US Large- Cap ETF position peaked at $9.99M in Q1 2024.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.