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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
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 $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Manning & Napier Advisors's SCHX Position: Q1 2026 in Review

Manning & Napier Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 1,693 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Manning & Napier Advisors first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $45.9K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Manning & Napier Advisors held 1,693 shares of Schwab US Large- Cap ETF worth $43.4K as of Q1 2026.
  • Manning & Napier Advisors left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #366 holding.
  • Manning & Napier Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Manning & Napier Advisors's Schwab US Large- Cap ETF position peaked at $45.9K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.