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	–	2481
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	–	885
2019 Q3	$19K	Buy	+1,602	New	+$18.9K	﹤0.01%	519

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCHX Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 2,721 shares — an estimated $73.2K sold.

MassMutual Private Wealth & Trust first reported a position in SCHX in Q3 2019 and held it in 7 quarters. The position peaked at $134K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 2,721 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $73.2K.
MassMutual Private Wealth & Trust first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 7 quarters.
MassMutual Private Wealth & Trust's Schwab US Large- Cap ETF position peaked at $134K in Q4 2024.
1,544 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.