MCM
SCHX icon

MAI Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

MAI Capital Management’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 		$37.5M Buy
1,275,098
+51,177
+4% +$1.46M 0.14% 141
2026
Q1 		$31.4M Sell
1,223,921
-480
-0% -$12.9K 0.18% 113
2025
Q4 		$32.9M Buy
1,224,401
+288
+0% +$7.69K 0.19% 112
2025
Q3 		$32.2M Sell
1,224,113
-78,397
-6% -$1.99M 0.2% 106
2025
Q2 		$31.8M Sell
1,302,510
-7,539
-0.6% -$170K 0.22% 100
2025
Q1 		$28.9M Sell
1,310,049
-4,709
-0.4% -$110K 0.22% 99
2024
Q4 		$30.5M Buy
1,314,758
+481,148
+58% +$11.2M 0.23% 95
2024
Q3 		$18.9M Sell
833,610
-25,581
-3% -$557K 0.18% 102
2024
Q2 		$18.4M Sell
859,191
-59,889
-7% -$1.24M 0.18% 102
2024
Q1 		$19M Buy
919,080
+61,026
+7% +$1.2M 0.2% 104
2023
Q4 		$16.1M Buy
858,054
+8,883
+1% +$156K 0.21% 96
2023
Q3 		$14.3M Sell
849,171
-23,220
-3% -$407K 0.21% 92
2023
Q2 		$15.2M Sell
872,391
-119,202
-12% -$1.97M 0.22% 90
2023
Q1 		$16M Sell
991,593
-39,492
-4% -$621K 0.25% 92
2022
Q4 		$15.5M Sell
1,031,085
-22,515
-2% -$341K 0.26% 88
2022
Q3 		$14.9M Sell
1,053,600
-69,345
-6% -$1.09M 0.28% 82
2022
Q2 		$16.7M Buy
1,122,945
+8,844
+0.8% +$143K 0.32% 76
2022
Q1 		$20M Sell
1,114,101
-35,151
-3% -$622K 0.34% 73
2021
Q4 		$21.8M Sell
1,149,252
-7,644
-0.7% -$141K 0.35% 72
2021
Q3 		$20.1M Sell
1,156,896
-168,306
-13% -$3M 0.39% 71
2021
Q2 		$23M Buy
1,325,202
+621,924
+88% +$10.5M 0.46% 55
2021
Q1 		$11.3M Sell
703,278
-25,728
-4% -$403K 0.25% 94
2020
Q4 		$11.1M Buy
729,006
+109,362
+18% +$1.56M 0.28% 86
2020
Q3 		$8.33M Sell
619,644
-12,648
-2% -$168K 0.24% 91
2020
Q2 		$7.81M Sell
632,292
-79,584
-11% -$927K 0.25% 89
2020
Q1 		$7.27M Sell
711,876
-104,226
-13% -$1.27M 0.3% 78
2019
Q4 		$10.4M Buy
816,102
+97,020
+13% +$1.19M 0.34% 72
2019
Q3 		$8.5M Buy
719,082
+53,526
+8% +$631K 0.38% 73
2019
Q2 		$7.79M Buy
+665,556
New +$7.64M 0.35% 77

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

MAI Capital Management's SCHX Position: Q2 2026 in Review

MAI Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 4.2% in Q2 2026, buying an estimated $1.46M and bringing the position to 1,275,098 shares worth $37.5M. The position accounts for 0.14% of the portfolio, ranked #141.

MAI Capital Management first reported a position in SCHX in Q2 2019 and has held it in 29 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MAI Capital Management held 1,275,098 shares of Schwab US Large- Cap ETF worth $37.5M as of Q2 2026.
  • MAI Capital Management bought 51,177 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.46M.
  • Schwab US Large- Cap ETF made up 0.14% of MAI Capital Management's portfolio in Q2 2026, its #141 holding.
  • MAI Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.