M3 Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

M3 Advisory 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 Q1	$241K	Hold	9,388	–	–	0.15%	123
2025 Q4	$253K	Hold	9,388	–	–	0.15%	111
2025 Q3	$247K	Hold	9,388	–	–	0.15%	116
2025 Q2	$229K	Hold	9,388	–	–	0.16%	124
2025 Q1	$207K	Hold	9,388	–	–	0.16%	131
2024 Q4	$218K	Buy	9,388 +31	+0.3%	+$723	0.16%	138
2024 Q3	$212K	Buy	+9,357	New	+$204K	0.16%	141

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

M3 Advisory Group's SCHX Position: Q1 2026 in Review

M3 Advisory Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 9,388 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #123.

M3 Advisory Group first reported a position in SCHX in Q3 2024 and has held it in 7 quarters since. The position peaked at $253K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

M3 Advisory Group held 9,388 shares of Schwab US Large- Cap ETF worth $241K as of Q1 2026.
M3 Advisory Group left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.15% of M3 Advisory Group's portfolio in Q1 2026, its #123 holding.
M3 Advisory Group first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 7 quarters since.
M3 Advisory Group's Schwab US Large- Cap ETF position peaked at $253K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.