MNA
SCHX icon

Manning & Napier Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Manning & Napier 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
Q2 		$45.3K Sell
1,540
-153
-9% -$4.37K ﹤0.01% 399
2026
Q1 		$43.4K Hold
1,693
– – ﹤0.01% 366
2025
Q4 		$45.9K Hold
1,693
– – ﹤0.01% 338
2025
Q3 		$44.6K Buy
1,693
+405
+31% +$10.3K ﹤0.01% 341
2025
Q2 		$31.5K Buy
+1,288
New +$29.1K ﹤0.01% 289

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

Manning & Napier Advisors's SCHX Position: Q2 2026 in Review

Manning & Napier Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 9% in Q2 2026, selling an estimated $4.37K and leaving 1,540 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Manning & Napier Advisors first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.9K in Q4 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Manning & Napier Advisors held 1,540 shares of Schwab US Large- Cap ETF worth $45.3K as of Q2 2026.
  • Manning & Napier Advisors sold 153 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.37K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #399 holding.
  • Manning & Napier Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Manning & Napier Advisors's Schwab US Large- Cap ETF position peaked at $45.9K in Q4 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.