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

Triumph 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 		$52.6K Sell
1,786
-247
-12% -$7.05K 0.01% 661
2026
Q1 		$52.1K Sell
2,033
-1,485
-42% -$39.8K 0.01% 628
2025
Q4 		$94.7K Buy
+3,518
New +$94K 0.02% 446

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Triumph Capital Management's SCHX Position: Q2 2026 in Review

Triumph Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, selling an estimated $7.05K and leaving 1,786 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #661.

Triumph Capital Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $94.7K in Q4 2025. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Triumph Capital Management held 1,786 shares of Schwab US Large- Cap ETF worth $52.6K as of Q2 2026.
  • Triumph Capital Management sold 247 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.05K.
  • Schwab US Large- Cap ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #661 holding.
  • Triumph Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Schwab US Large- Cap ETF position peaked at $94.7K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.