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

Mather Group’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
Q3 		$916K Buy
30,528
+15,304
+101% +$458K 0.01% 396
2026
Q2 		$448K Sell
15,224
-8,692
-36% -$248K ﹤0.01% 562
2026
Q1 		$613K Buy
23,916
+12,033
+101% +$323K 0.01% 446
2025
Q4 		$320K Buy
11,883
+3,519
+42% +$94K ﹤0.01% 511
2025
Q3 		$220K Sell
8,364
-52
-0.6% -$1.32K ﹤0.01% 601
2025
Q2 		$206K Sell
8,416
-10,169
-55% -$230K ﹤0.01% 593
2025
Q1 		$410K Sell
18,585
-4,255
-19% -$99.1K ﹤0.01% 420
2024
Q4 		$529K Buy
22,840
+22
+0.1% +$513 0.01% 350
2024
Q3 		$516K Sell
22,818
-9,579
-30% -$209K 0.01% 359
2024
Q2 		$670K Buy
32,397
+5,193
+19% +$107K 0.01% 350
2024
Q1 		$511K Hold
27,204
– – 0.01% 339
2023
Q4 		$511K Sell
27,204
-4,968
-15% -$87.2K 0.01% 350
2023
Q3 		$543K Buy
32,172
+4,011
+14% +$70.4K 0.01% 312
2023
Q2 		$492K Buy
28,161
+885
+3% +$14.6K 0.01% 353
2023
Q1 		$440K Sell
27,276
-189
-0.7% -$2.97K 0.01% 343
2022
Q4 		$413K Sell
27,465
-5,757
-17% -$87.1K 0.01% 344
2022
Q3 		$469K Buy
33,222
+5,271
+19% +$82.7K 0.01% 291
2022
Q2 		$416K Buy
27,951
+6
+0% +$97 0.01% 264
2022
Q1 		$502K Buy
27,945
+2,403
+9% +$42.5K 0.01% 263
2021
Q4 		$485K Buy
25,542
+1,440
+6% +$26.6K 0.01% 227
2021
Q3 		$418K Buy
24,102
+6
+0% +$107 0.01% 187
2021
Q2 		$418K Buy
+24,096
New +$407K 0.01% 178
2021
Q1 		– Sell
-23,940
Closed -$363K – 281
2020
Q4 		$363K Buy
+23,940
New +$343K 0.01% 164

Other funds holding SCHX

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Mather Group's SCHX Position: Q3 2026 in Review

Mather Group increased its Schwab US Large- Cap ETF (SCHX) stake by 101% in Q3 2026, buying an estimated $458K and bringing the position to 30,528 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #396.

Mather Group first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 527 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Mather Group held 30,528 shares of Schwab US Large- Cap ETF worth $916K as of Q3 2026.
  • Mather Group bought 15,304 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $458K.
  • Schwab US Large- Cap ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #396 holding.
  • Mather Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 527 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.