Westmount Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Westmount Partners’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	$3.1M	Hold	105,342	–	–	0.68%	29
2026 Q1	$2.7M	Hold	105,342	–	–	0.66%	31
2025 Q4	$2.83M	Buy	105,342 +1	+0%	+$27	0.71%	28
2025 Q3	$2.79M	Hold	105,341	–	–	0.72%	29
2025 Q2	$2.57M	Buy	105,341 +48	+0%	+$1.08K	0.71%	29
2025 Q1	$2.32M	Buy	105,293 +73,919	+236%	+$1.72M	0.71%	29
2024 Q4	$727K	Buy	31,374 +20,229	+182%	+$471K	0.22%	88
2024 Q3	$252K	Buy	11,145 +1,782	+19%	+$38.8K	0.08%	190
2024 Q2	$201K	Sell	9,363 -5,910	-39%	-$122K	0.07%	208
2024 Q1	$316K	Sell	15,273 -5,694	-27%	-$112K	0.11%	156
2023 Q4	$394K	Buy	20,967 +9	+0%	+$158	0.16%	127
2023 Q3	$353K	Buy	20,958 +9	+0%	+$158	0.16%	137
2023 Q2	$366K	Sell	20,949 -1,179	-5%	-$19.5K	0.16%	130
2023 Q1	$357K	Buy	22,128 +15	+0.1%	+$236	0.16%	129
2022 Q4	$333K	Buy	+22,113	New	+$335K	0.17%	127

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Westmount Partners's SCHX Position: Q2 2026 in Review

Westmount Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 105,342 shares worth $3.1M. The position accounts for 0.68% of the portfolio, ranked #29.

Westmount Partners first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Westmount Partners held 105,342 shares of Schwab US Large- Cap ETF worth $3.1M as of Q2 2026.
Westmount Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.68% of Westmount Partners's portfolio in Q2 2026, its #29 holding.
Westmount Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.