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

Mariner’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 		$266M Buy
10,381,527
+146,072
+1% +$3.92M 0.31% 54
2025
Q4 		$275M Buy
10,235,455
+651,340
+7% +$17.4M 0.33% 52
2025
Q3 		$252M Sell
9,584,115
-44,780
-0.5% -$1.14M 0.33% 54
2025
Q2 		$235M Sell
9,628,895
-245,545
-2% -$5.55M 0.34% 52
2025
Q1 		$218M Sell
9,874,440
-293,644
-3% -$6.84M 0.36% 55
2024
Q4 		$236M Buy
10,168,084
+188,470
+2% +$4.39M 0.4% 44
2024
Q3 		$226M Sell
9,979,614
-145,680
-1% -$3.17M 0.4% 47
2024
Q2 		$217M Sell
10,125,294
-66,228
-0.6% -$1.37M 0.42% 47
2024
Q1 		$211M Sell
10,191,522
-696,186
-6% -$13.7M 0.44% 46
2023
Q4 		$205M Sell
10,887,708
-177,819
-2% -$3.12M 0.49% 41
2023
Q3 		$187M Buy
11,065,527
+433,320
+4% +$7.6M 0.5% 37
2023
Q2 		$186M Sell
10,632,207
-899,094
-8% -$14.8M 0.5% 35
2023
Q1 		$186M Sell
11,531,301
-839,088
-7% -$13.2M 0.54% 32
2022
Q4 		$186M Buy
12,370,389
+359,595
+3% +$5.44M 0.6% 28
2022
Q3 		$170M Buy
12,010,794
+105,327
+0.9% +$1.65M 0.68% 26
2022
Q2 		$177M Sell
11,905,467
-23,787
-0.2% -$385K 0.73% 25
2022
Q1 		$214M Buy
11,929,254
+200,946
+2% +$3.56M 0.81% 23
2021
Q4 		$222M Buy
11,728,308
+11,436
+0.1% +$211K 0.94% 19
2021
Q3 		$203M Buy
11,716,872
+137,850
+1% +$2.46M 1.06% 17
2021
Q2 		$201M Sell
11,579,022
-120,384
-1% -$2.03M 1.24% 12
2021
Q1 		$187M Buy
11,699,406
+81,528
+0.7% +$1.28M 1.31% 12
2020
Q4 		$176M Buy
11,617,878
+248,748
+2% +$3.56M 1.35% 12
2020
Q3 		$153M Sell
11,369,130
-362,130
-3% -$4.81M 1.44% 10
2020
Q2 		$145M Sell
11,731,260
-248,820
-2% -$2.9M 1.45% 9
2020
Q1 		$122M Sell
11,980,080
-164,586
-1% -$2M 1.53% 8
2019
Q4 		$155M Buy
12,144,666
+583,056
+5% +$7.15M 1.61% 6
2019
Q3 		$137M Buy
11,561,610
+980,034
+9% +$11.5M 1.63% 6
2019
Q2 		$124M Buy
10,581,576
+815,292
+8% +$9.36M 1.48% 7
2019
Q1 		$110M Buy
9,766,284
+827,202
+9% +$8.96M 1.57% 4
2018
Q4 		$88.9M Buy
8,939,082
+7,350,276
+463% +$78.9M 1.58% 4
2018
Q3 		$18.4M Buy
1,588,806
+318,480
+25% +$3.62M 0.47% 49
2018
Q2 		$13.8M Buy
1,270,326
+267,480
+27% +$2.88M 0.39% 59
2018
Q1 		$10.5M Sell
1,002,846
-3,816
-0.4% -$41.5K 0.38% 60
2017
Q4 		$10.7M Buy
1,006,662
+67,824
+7% +$703K 0.41% 54
2017
Q3 		$9.39M Sell
938,838
-5,058
-0.5% -$49.6K 0.42% 49
2017
Q2 		$9.09M Buy
943,896
+55,926
+6% +$533K 0.43% 49
2017
Q1 		$8.33M Buy
887,970
+79,932
+10% +$739K 0.36% 58
2016
Q4 		$7.17M Buy
808,038
+136,266
+20% +$1.18M 0.33% 65
2016
Q3 		$5.78M Buy
671,772
+60,588
+10% +$520K 0.28% 70
2016
Q2 		$5.07M Buy
611,184
+28,770
+5% +$237K 0.27% 76
2016
Q1 		$4.74M Buy
582,414
+16,218
+3% +$125K 0.28% 70
2015
Q4 		$4.58M Sell
566,196
-2,169,336
-79% -$17.7M 0.29% 72
2015
Q3 		$20.9M Buy
2,735,532
+2,239,476
+451% +$18.1M 0.93% 23
2015
Q2 		$4.08M Buy
496,056
+2,088
+0.4% +$17.5K 0.19% 115
2015
Q1 		$4.08M Sell
493,968
-19,188
-4% -$158K 0.35% 58
2014
Q4 		$4.19M Buy
513,156
+852
+0.2% +$6.81K 0.38% 51
2014
Q3 		$4.01M Buy
512,304
+18,642
+4% +$147K 0.45% 41
2014
Q2 		$3.85M Buy
493,662
+185,460
+60% +$1.4M 0.43% 45
2014
Q1 		$2.3M Sell
308,202
-105,282
-25% -$771K 0.3% 73
2013
Q4 		$3.04M Buy
413,484
+19,416
+5% +$137K 0.38% 59
2013
Q3 		$2.64M Buy
394,068
+150
+0% +$1K 0.49% 52
2013
Q2 		$2.51M Buy
+393,918
New +$2.52M 0.53% 51

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

Mariner's SCHX Position: Q1 2026 in Review

Mariner increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q1 2026, buying an estimated $3.92M and bringing the position to 10,381,527 shares worth $266M. The position accounts for 0.31% of the portfolio, ranked #54.

Mariner first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. The position peaked at $275M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Mariner held 10,381,527 shares of Schwab US Large- Cap ETF worth $266M as of Q1 2026.
  • Mariner bought 146,072 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.92M.
  • Schwab US Large- Cap ETF made up 0.31% of Mariner's portfolio in Q1 2026, its #54 holding.
  • Mariner first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Mariner's Schwab US Large- Cap ETF position peaked at $275M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.