Ring Mountain Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ring Mountain Capital’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 Q3	$5.8M	Buy	193,333 +1,095	+0.6%	+$32.8K	2.37%	12
2026 Q2	$5.66M	Buy	192,238 +599	+0.3%	+$17.1K	2.37%	13
2026 Q1	$4.91M	Sell	191,639 -489	-0.3%	-$13.1K	2.69%	11
2025 Q4	$5.25M	Sell	192,128 -2,449	-1%	-$65.4K	2.69%	12
2025 Q3	$5.12M	Sell	194,577 -1,709	-0.9%	-$43.4K	2.84%	11
2025 Q2	$4.88M	Buy	196,286 +584	+0.3%	+$13.2K	2.97%	11
2025 Q1	$4.32M	Sell	195,702 -2,187	-1%	-$50.9K	3.25%	9
2024 Q4	$4.59M	Buy	+197,889	New	+$4.61M	3.07%	9

Other funds holding SCHX

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ring Mountain Capital's SCHX Position: Q3 2026 in Review

Ring Mountain Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 0.57% in Q3 2026, buying an estimated $32.8K and bringing the position to 193,333 shares worth $5.8M. The position accounts for 2.37% of the portfolio, ranked #12.

Ring Mountain Capital first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 826 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Ring Mountain Capital held 193,333 shares of Schwab US Large- Cap ETF worth $5.8M as of Q3 2026.
Ring Mountain Capital bought 1,095 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $32.8K.
Schwab US Large- Cap ETF made up 2.37% of Ring Mountain Capital's portfolio in Q3 2026, its #12 holding.
Ring Mountain Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
826 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.