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

Presidio Capital Management’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	$258K	Hold	8,772	–	–	0.06%	71
2026 Q1	$225K	Hold	8,772	–	–	0.07%	63
2025 Q4	$236K	Hold	8,772	–	–	0.07%	65
2025 Q3	$231K	Hold	8,772	–	–	0.08%	63
2025 Q2	$214K	Buy	+8,772	New	+$198K	0.08%	59
2025 Q1	–	Sell	-8,772	Closed	-$203K	–	84
2024 Q4	$203K	Sell	8,772 -420	-5%	-$9.79K	0.11%	60
2024 Q3	$208K	Sell	9,192 -3,024	-25%	-$65.9K	0.13%	64
2024 Q2	$262K	Hold	12,216	–	–	0.18%	47
2024 Q1	$253K	Buy	12,216 +420	+4%	+$8.27K	0.18%	39
2023 Q4	$222K	Buy	+11,796	New	+$207K	0.17%	36
2023 Q3	–	Sell	-11,796	Closed	-$206K	–	43
2023 Q2	$206K	Buy	+11,796	New	+$195K	0.16%	41

Other funds holding SCHX

SFG

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

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Presidio Capital Management's SCHX Position: Q2 2026 in Review

Presidio Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 8,772 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #71.

Presidio Capital Management first reported a position in SCHX in Q2 2023 and has held it in 11 quarters since. The position peaked at $262K in Q2 2024. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Presidio Capital Management held 8,772 shares of Schwab US Large- Cap ETF worth $258K as of Q2 2026.
Presidio Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.06% of Presidio Capital Management's portfolio in Q2 2026, its #71 holding.
Presidio Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 11 quarters since.
Presidio Capital Management's Schwab US Large- Cap ETF position peaked at $262K in Q2 2024.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.