M1FG
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Mach-1 Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mach-1 Financial 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
2025
Q4 		– Sell
-7,872
Closed -$207K – 421
2025
Q3 		$207K Buy
+7,872
New +$200K 0.03% 222

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SFG
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mach-1 Financial Group's SCHX Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 7,872 shares — an estimated $207K sold.

Mach-1 Financial Group first reported a position in SCHX in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 7,872 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $207K.
  • Mach-1 Financial Group first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Schwab US Large- Cap ETF position peaked at $207K in Q3 2025.
  • 1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.