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MassMutual Private Wealth & Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

MassMutual Private Wealth & Trust’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
-2,721
Closed -$73.2K – 2486
2025
Q4 		$73.2K Hold
2,721
– – ﹤0.01% 676
2025
Q3 		$71.7K Hold
2,721
– – ﹤0.01% 685
2025
Q2 		$66.5K Hold
2,721
– – ﹤0.01% 707
2025
Q1 		$60.1K Sell
2,721
-3,041
-53% -$70.8K ﹤0.01% 684
2024
Q4 		$134K Buy
5,762
+3,041
+112% +$70.9K ﹤0.01% 520
2024
Q3 		$61.5K Buy
+2,721
New +$59.3K ﹤0.01% 618
2019
Q4 		– Sell
-1,602
Closed -$19K – 889
2019
Q3 		$19K Buy
+1,602
New +$18.9K ﹤0.01% 519

Other funds holding SCHX

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HSA
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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 $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return