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Schiavi & Co’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Schiavi & Co’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Hold
19,374
– – 0.6% 10
2026
Q1 		$2.25M Hold
19,374
– – 0.67% 9
2025
Q4 		$2.23M Buy
19,374
+10,374
+115% +$1.19M 0.72% 9
2025
Q3 		$1.02M Hold
9,000
– – 0.34% 12
2025
Q2 		$1.01M Buy
+9,000
New +$1.01M 0.34% 11

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Schiavi & Co's BOXX Position: Q2 2026 in Review

Schiavi & Co held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 19,374 shares worth $2.27M. The position accounts for 0.6% of the portfolio, ranked #10.

Schiavi & Co first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Schiavi & Co held 19,374 shares of Alpha Architect 1-3 Month Box ETF worth $2.27M as of Q2 2026.
  • Schiavi & Co left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.6% of Schiavi & Co's portfolio in Q2 2026, its #10 holding.
  • Schiavi & Co first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.