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RAM Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

RAM Investment Partners’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 		$299K Sell
10,149
-231
-2% -$6.6K 0.05% 97
2026
Q1 		$266K Buy
10,380
+231
+2% +$6.2K 0.05% 99
2025
Q4 		$273K Hold
10,149
– – 0.05% 86
2025
Q3 		$267K Hold
10,149
– – 0.05% 87
2025
Q2 		$248K Hold
10,149
– – 0.05% 85
2025
Q1 		$224K Hold
10,149
– – 0.06% 84
2024
Q4 		$235K Hold
10,149
– – 0.06% 82
2024
Q3 		$230K Hold
10,149
– – 0.06% 78
2024
Q2 		$217K Hold
10,149
– – 0.06% 76
2024
Q1 		$210K Buy
+10,149
New +$200K 0.07% 81

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
FC
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

RAM Investment Partners's SCHX Position: Q2 2026 in Review

RAM Investment Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q2 2026, selling an estimated $6.6K and leaving 10,149 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #97.

RAM Investment Partners first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • RAM Investment Partners held 10,149 shares of Schwab US Large- Cap ETF worth $299K as of Q2 2026.
  • RAM Investment Partners sold 231 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.6K.
  • Schwab US Large- Cap ETF made up 0.05% of RAM Investment Partners's portfolio in Q2 2026, its #97 holding.
  • RAM Investment Partners first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 837 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.