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Buffington Mohr McNeal’s Schwab US Large- Cap ETF SCHX Stock Holding History

Buffington Mohr McNeal’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
2025
Q1 		$46.5M Sell
2,106,667
-1,794
-0.1% -$41.8K 9.17% 1
2024
Q4 		$48.9M Buy
2,108,461
+2,989
+0.1% +$69.7K 8.1% 1
2024
Q3 		$47.6M Buy
2,105,472
+25,365
+1% +$553K 7.83% 1
2024
Q2 		$44.5M Buy
2,080,107
+6,630
+0.3% +$137K 7.81% 1
2024
Q1 		$42.9M Sell
2,073,477
-72,711
-3% -$1.43M 7.76% 1
2023
Q4 		$40.3M Sell
2,146,188
-7,821
-0.4% -$137K 8.11% 1
2023
Q3 		$36.3M Buy
2,154,009
+13,077
+0.6% +$229K 8.26% 1
2023
Q2 		$37.4M Buy
2,140,932
+42,834
+2% +$707K 8.07% 1
2023
Q1 		$33.8M Sell
2,098,098
-7,599
-0.4% -$120K 7.75% 1
2022
Q4 		$31.7M Buy
2,105,697
+513
+0% +$7.76K 7.37% 1
2022
Q3 		$29.7M Buy
2,105,184
+21,636
+1% +$339K 7.16% 2
2022
Q2 		$31M Buy
2,083,548
+2,154
+0.1% +$34.9K 6.8% 2
2022
Q1 		$37.4M Buy
2,081,394
+25,080
+1% +$444K 7.07% 2
2021
Q4 		$39M Buy
2,056,314
+26,832
+1% +$496K 6.68% 2
2021
Q3 		$35.2M Sell
2,029,482
-33,786
-2% -$603K 6.75% 2
2021
Q2 		$35.8M Buy
2,063,268
+66,078
+3% +$1.11M 7.01% 2
2021
Q1 		$32M Buy
1,997,190
+66,822
+3% +$1.05M 6.86% 2
2020
Q4 		$29.3M Buy
1,930,368
+7,044
+0.4% +$101K 6.81% 2
2020
Q3 		$25.8M Buy
1,923,324
+30,090
+2% +$400K 6.82% 2
2020
Q2 		$23.4M Buy
1,893,234
+144,114
+8% +$1.68M 6.58% 2
2020
Q1 		$17.9M Buy
1,749,120
+39,054
+2% +$474K 5.94% 2
2019
Q4 		$21.9M Buy
1,710,066
+27,414
+2% +$336K 6.19% 2
2019
Q3 		$19.9M Buy
1,682,652
+1,116
+0.1% +$13.2K 6.09% 1
2019
Q2 		$19.7M Sell
1,681,536
-18,546
-1% -$213K 6.15% 1
2019
Q1 		$19.2M Buy
1,700,082
+61,422
+4% +$666K 6.17% 1
2018
Q4 		$16.3M Sell
1,638,660
-14,334
-0.9% -$154K 6.55% 1
2018
Q3 		$19.2M Sell
1,652,994
-17,340
-1% -$197K 6.61% 1
2018
Q2 		$18.1M Buy
1,670,334
+17,148
+1% +$185K 6.79% 1
2018
Q1 		$17.4M Sell
1,653,186
-114,972
-7% -$1.25M 6.65% 1
2017
Q4 		$18.8M Buy
1,768,158
+11,940
+0.7% +$124K 7.19% 1
2017
Q3 		$18M Sell
1,756,218
-87,552
-5% -$859K 7.01% 1
2017
Q2 		$17.8M Buy
1,843,770
+20,172
+1% +$192K 7.01% 1
2017
Q1 		$17.1M Sell
1,823,598
-30,522
-2% -$282K 7.52% 1
2016
Q4 		$16.5M Sell
1,854,120
-51,984
-3% -$451K 6.28% 1
2016
Q3 		$16.4M Sell
1,906,104
-54,924
-3% -$471K 6.89% 1
2016
Q2 		$16.3M Buy
1,961,028
+4,140
+0.2% +$34K 7.17% 2
2016
Q1 		$15.9M Buy
1,956,888
+2,400
+0.1% +$18.5K 7% 2
2015
Q4 		$15.8M Buy
1,954,488
+46,716
+2% +$381K 8.46% 2
2015
Q3 		$14.6M Buy
1,907,772
+196,356
+11% +$1.59M 9.52% 3
2015
Q2 		$14.1M Buy
1,711,416
+108,060
+7% +$907K 7.82% 3
2015
Q1 		$13.2M Buy
1,603,356
+40,524
+3% +$334K 7.36% 3
2014
Q4 		$12.8M Buy
1,562,832
+62,970
+4% +$503K 7.34% 3
2014
Q3 		$11.7M Sell
1,499,862
-12,000
-0.8% -$94.5K 6.67% 3
2014
Q2 		$11.8M Buy
1,511,862
+91,542
+6% +$693K 6.53% 3
2014
Q1 		$10.6M Buy
1,420,320
+60,852
+4% +$446K 6.33% 4
2013
Q4 		$9.99M Sell
1,359,468
-20,310
-1% -$143K 6.15% 4
2013
Q3 		$9.25M Buy
1,379,778
+22,920
+2% +$153K 5.8% 4
2013
Q2 		$8.64M Buy
+1,356,858
New +$8.68M 5.75% 5

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Buffington Mohr McNeal's SCHX Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.09% in Q1 2025, selling an estimated $41.8K and leaving 2,106,667 shares worth $46.5M. The position accounts for 9.17% of the portfolio, ranked #1.

Buffington Mohr McNeal first reported a position in SCHX in Q2 2013 and has held it in 48 quarters since. The position peaked at $48.9M in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Buffington Mohr McNeal held 2,106,667 shares of Schwab US Large- Cap ETF worth $46.5M as of Q1 2025.
  • Buffington Mohr McNeal sold 1,794 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $41.8K.
  • Schwab US Large- Cap ETF made up 9.17% of Buffington Mohr McNeal's portfolio in Q1 2025, its #1 holding.
  • Buffington Mohr McNeal first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 48 quarters since.
  • Buffington Mohr McNeal's Schwab US Large- Cap ETF position peaked at $48.9M in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.