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 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 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

Ring Mountain Capital's SCHX Position: Q1 2026 in Review

Ring Mountain Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q1 2026, selling an estimated $13.1K and leaving 191,639 shares worth $4.91M. The position accounts for 2.69% of the portfolio, ranked #11.

Ring Mountain Capital first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.25M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Ring Mountain Capital held 191,639 shares of Schwab US Large- Cap ETF worth $4.91M as of Q1 2026.
Ring Mountain Capital sold 489 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $13.1K.
Schwab US Large- Cap ETF made up 2.69% of Ring Mountain Capital's portfolio in Q1 2026, its #11 holding.
Ring Mountain Capital first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's Schwab US Large- Cap ETF position peaked at $5.25M in Q4 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.