FMWA
SCHX icon

Forvis Mazars Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Forvis Mazars Wealth Advisors’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
Q1 		$1.06M Buy
41,357
+8,794
+27% +$236K 0.02% 204
2025
Q4 		$876K Buy
32,563
+5,371
+20% +$143K 0.02% 221
2025
Q3 		$716K Sell
27,192
-2,459
-8% -$62.4K 0.01% 241
2025
Q2 		$725K Buy
29,651
+715
+2% +$16.2K 0.02% 236
2025
Q1 		$639K Buy
28,936
+4,743
+20% +$110K 0.02% 251
2024
Q4 		$561K Sell
24,193
-11,255
-32% -$262K 0.01% 295
2024
Q3 		$802K Sell
35,448
-20,337
-36% -$443K 0.02% 252
2024
Q2 		$1.19M Sell
55,785
-855
-2% -$17.7K 0.03% 198
2024
Q1 		$1.17M Buy
56,640
+1,779
+3% +$35K 0.03% 201
2023
Q4 		$1.03M Buy
54,861
+162
+0.3% +$2.85K 0.03% 203
2023
Q3 		$923K Buy
54,699
+26,241
+92% +$460K 0.03% 211
2023
Q2 		$497K Buy
28,458
+9,324
+49% +$154K 0.01% 293
2023
Q1 		$308K Buy
19,134
+21
+0.1% +$330 0.01% 327
2022
Q4 		$288K Buy
19,113
+21
+0.1% +$318 0.01% 330
2022
Q3 		$270K Sell
19,092
-99
-0.5% -$1.55K 0.01% 333
2022
Q2 		$286K Buy
19,191
+4,419
+30% +$71.6K 0.01% 326
2022
Q1 		$265K Hold
14,772
– – 0.01% 260
2021
Q4 		$280K Sell
14,772
-162
-1% -$2.99K 0.01% 236
2021
Q3 		$259K Buy
14,934
+6
+0% +$107 0.01% 236
2021
Q2 		$259K Buy
+14,928
New +$252K 0.01% 237

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SCHX Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q1 2026, buying an estimated $236K and bringing the position to 41,357 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #204.

Forvis Mazars Wealth Advisors first reported a position in SCHX in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 41,357 shares of Schwab US Large- Cap ETF worth $1.06M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 8,794 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $236K.
  • Schwab US Large- Cap ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #204 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Forvis Mazars Wealth Advisors's Schwab US Large- Cap ETF position peaked at $1.19M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.