MWM
SCHX icon

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

Maridea Wealth 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
Q1 		– Sell
-89,053
Closed -$2.4M – 502
2025
Q4 		$2.4M Buy
+89,053
New +$2.38M 0.36% 70

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 $1.54B AUM 16.9% 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

Maridea Wealth Management's SCHX Position: Q1 2026 in Review

Maridea Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 89,053 shares — an estimated $2.4M sold.

Maridea Wealth Management first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $2.4M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Maridea Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 89,053 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.4M.
  • Maridea Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Maridea Wealth Management's Schwab US Large- Cap ETF position peaked at $2.4M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.