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

Sky-Mountain Capital Management’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 		$231K Hold
7,842
– – 0.17% 36
2026
Q1 		$201K Hold
7,842
– – 0.14% 37
2025
Q4 		$214K Hold
7,842
– – 0.14% 37
2025
Q3 		$207K Buy
+7,842
New +$199K 0.14% 37

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

Sky-Mountain Capital Management's SCHX Position: Q2 2026 in Review

Sky-Mountain Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 7,842 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #36.

Sky-Mountain Capital Management first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sky-Mountain Capital Management held 7,842 shares of Schwab US Large- Cap ETF worth $231K as of Q2 2026.
  • Sky-Mountain Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.17% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #36 holding.
  • Sky-Mountain Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.