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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
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 		$5.13M 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

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

Ring Mountain Capital's SCHX Position: Q2 2026 in Review

Ring Mountain Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 0.31% in Q2 2026, buying an estimated $17.1K and bringing the position to 192,238 shares worth $5.66M. The position accounts for 2.37% of the portfolio, ranked #13.

Ring Mountain Capital first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ring Mountain Capital held 192,238 shares of Schwab US Large- Cap ETF worth $5.66M as of Q2 2026.
  • Ring Mountain Capital bought 599 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $17.1K.
  • Schwab US Large- Cap ETF made up 2.37% of Ring Mountain Capital's portfolio in Q2 2026, its #13 holding.
  • Ring Mountain Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.