Market Street Wealth Management Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Market Street Wealth Management 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	$2.17M	Sell	73,830 -25	-0%	-$714	0.31%	40
2026 Q1	$1.89M	Sell	73,855 -88	-0.1%	-$2.36K	0.3%	39
2025 Q4	$1.99M	Sell	73,943 -4,526	-6%	-$121K	0.31%	40
2025 Q3	$2.07M	Sell	78,469 -923	-1%	-$23.4K	0.33%	39
2025 Q2	$1.94M	Sell	79,392 -844	-1%	-$19.1K	0.32%	39
2025 Q1	$1.77M	Sell	80,236 -185	-0.2%	-$4.31K	0.3%	38
2024 Q4	$1.86M	Sell	80,421 -1,164	-1%	-$27.1K	0.31%	38
2024 Q3	$1.85M	Hold	81,585	–	–	0.3%	38
2024 Q2	$1.75M	Sell	81,585 -231	-0.3%	-$4.77K	0.3%	39
2024 Q1	$1.69M	Sell	81,816 -1,665	-2%	-$32.8K	0.3%	41
2023 Q4	$1.57M	Sell	83,481 -1,371	-2%	-$24.1K	0.33%	43
2023 Q3	$1.43M	Sell	84,852 -279	-0.3%	-$4.89K	0.37%	42
2023 Q2	$1.49M	Sell	85,131 -699	-0.8%	-$11.5K	0.38%	39
2023 Q1	$1.38M	Sell	85,830 -4,917	-5%	-$77.4K	0.36%	41
2022 Q4	$1.37M	Sell	90,747 -37,284	-29%	-$564K	0.4%	45
2022 Q3	$1.81M	Sell	128,031 -174,876	-58%	-$2.74M	0.57%	36
2022 Q2	$4.51M	Buy	302,907 +206,304	+214%	+$3.34M	1.39%	19
2022 Q1	$1.73M	Sell	96,603 -4,455	-4%	-$78.9K	0.61%	35
2021 Q4	$1.92M	Sell	101,058 -3,930	-4%	-$72.6K	0.62%	31
2021 Q3	$1.82M	Sell	104,988 -1,194	-1%	-$21.3K	0.72%	28
2021 Q2	$1.84M	Sell	106,182 -16,470	-13%	-$278K	0.81%	29
2021 Q1	$1.96M	Sell	122,652 -76,620	-38%	-$1.2M	1.16%	23
2020 Q4	$3.02M	Sell	199,272 -34,782	-15%	-$498K	2.36%	15
2020 Q3	$3.15M	Sell	234,054 -37,650	-14%	-$500K	2.81%	12
2020 Q2	$3.36M	Buy	271,704 +21,036	+8%	+$245K	3.06%	12
2020 Q1	$2.56M	Buy	250,668 +142,794	+132%	+$1.73M	2.76%	10
2019 Q4	$1.38M	Buy	107,874 +6,126	+6%	+$75.1K	1.26%	19
2019 Q3	$1.2M	Buy	101,748 +44,838	+79%	+$528K	1.17%	19
2019 Q2	$683K	Buy	56,910 +3,828	+7%	+$44K	0.66%	24
2019 Q1	$598K	Buy	53,082 +13,644	+35%	+$148K	0.6%	23
2018 Q4	$392K	Buy	+39,438	New	+$423K	0.44%	25

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Market Street Wealth Management Advisors's SCHX Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, selling an estimated $714 and leaving 73,830 shares worth $2.17M. The position accounts for 0.31% of the portfolio, ranked #40.

Market Street Wealth Management Advisors first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.51M in Q2 2022. 1,103 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Market Street Wealth Management Advisors held 73,830 shares of Schwab US Large- Cap ETF worth $2.17M as of Q2 2026.
Market Street Wealth Management Advisors sold 25 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $714.
Schwab US Large- Cap ETF made up 0.31% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #40 holding.
Market Street Wealth Management Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
Market Street Wealth Management Advisors's Schwab US Large- Cap ETF position peaked at $4.51M in Q2 2022.
1,103 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.