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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Montis Financial's SCHX Position: Q1 2026 in Review

Montis Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.4% in Q1 2026, selling an estimated $304K and leaving 196,855 shares worth $5.05M. The position accounts for 1.04% of the portfolio, ranked #23.

Montis Financial first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.99M in Q1 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Montis Financial held 196,855 shares of Schwab US Large- Cap ETF worth $5.05M as of Q1 2026.
Montis Financial sold 11,330 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $304K.
Schwab US Large- Cap ETF made up 1.04% of Montis Financial's portfolio in Q1 2026, its #23 holding.
Montis Financial first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Montis Financial's Schwab US Large- Cap ETF position peaked at $9.99M in Q1 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.