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

Main 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	$13K	Hold	456	–	–	﹤0.01%	89
2026 Q1	$12K	Hold	456	–	–	﹤0.01%	94
2025 Q4	$12K	Hold	456	–	–	﹤0.01%	101
2025 Q3	$12K	Hold	456	–	–	﹤0.01%	101
2025 Q2	$11K	Hold	456	–	–	﹤0.01%	100
2025 Q1	$10K	Hold	456	–	–	﹤0.01%	109
2024 Q4	$11K	Hold	456	–	–	﹤0.01%	128
2024 Q3	$10K	Buy	+456	New	+$9.94K	﹤0.01%	130
2018 Q4	–	Sell	-3,054	Closed	-$35K	–	94
2018 Q3	$35K	Buy	+3,054	New	+$34.7K	0.01%	67

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Main Management's SCHX Position: Q2 2026 in Review

Main Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 456 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #89.

Main Management first reported a position in SCHX in Q3 2018 and has held it in 9 quarters since. The position peaked at $35K in Q3 2018. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Main Management held 456 shares of Schwab US Large- Cap ETF worth $13K as of Q2 2026.
Main Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Main Management's portfolio in Q2 2026, its #89 holding.
Main Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 9 quarters since.
Main Management's Schwab US Large- Cap ETF position peaked at $35K in Q3 2018.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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