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Advisors Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisors Management Group’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 		$4.18M Buy
142,167
+47
+0% +$1.34K 0.69% 37
2026
Q1 		$3.64M Buy
142,120
+1,606
+1% +$43.1K 0.66% 41
2025
Q4 		$3.78M Sell
140,514
-3,681
-3% -$98.3K 0.69% 41
2025
Q3 		$3.8M Sell
144,195
-3,375
-2% -$85.7K 0.67% 47
2025
Q2 		$3.61M Buy
147,570
+1,457
+1% +$32.9K 0.68% 48
2025
Q1 		$3.23M Buy
146,113
+6,723
+5% +$157K 0.7% 44
2024
Q4 		$3.23M Buy
139,390
+14,944
+12% +$348K 0.76% 41
2024
Q3 		$2.81M Buy
124,446
+1,977
+2% +$43.1K 0.67% 50
2024
Q2 		$2.62M Buy
122,469
+1,542
+1% +$31.9K 0.66% 53
2024
Q1 		$2.5M Buy
120,927
+2,115
+2% +$41.6K 0.62% 54
2023
Q4 		$2.23M Sell
118,812
-822
-0.7% -$14.4K 0.61% 56
2023
Q3 		$2.02M Buy
119,634
+9,348
+8% +$164K 0.61% 55
2023
Q2 		$1.93M Sell
110,286
-2,253
-2% -$37.2K 0.57% 58
2023
Q1 		$1.81M Buy
112,539
+7,548
+7% +$119K 0.58% 54
2022
Q4 		$1.58M Buy
104,991
+6,228
+6% +$94.3K 0.6% 50
2022
Q3 		$1.39M Buy
98,763
+7,998
+9% +$125K 0.55% 51
2022
Q2 		$1.35M Buy
90,765
+3,036
+3% +$49.2K 0.47% 54
2022
Q1 		$1.57M Buy
87,729
+19,149
+28% +$339K 0.53% 50
2021
Q4 		$1.3M Sell
68,580
-1,002
-1% -$18.5K 0.39% 56
2021
Q3 		$1.21M Sell
69,582
-1,158
-2% -$20.7K 0.37% 57
2021
Q2 		$1.23M Buy
70,740
+8,310
+13% +$140K 0.37% 59
2021
Q1 		$999K Buy
+62,430
New +$978K 0.31% 60

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

Advisors Management Group's SCHX Position: Q2 2026 in Review

Advisors Management Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, buying an estimated $1.34K and bringing the position to 142,167 shares worth $4.18M. The position accounts for 0.69% of the portfolio, ranked #37.

Advisors Management Group first reported a position in SCHX in Q1 2021 and has held it in 22 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Advisors Management Group held 142,167 shares of Schwab US Large- Cap ETF worth $4.18M as of Q2 2026.
  • Advisors Management Group bought 47 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.34K.
  • Schwab US Large- Cap ETF made up 0.69% of Advisors Management Group's portfolio in Q2 2026, its #37 holding.
  • Advisors Management Group first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.