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

Mayfair Advisory 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
Q1 		$2.51M Sell
97,767
-717
-0.7% -$19.2K 0.88% 26
2025
Q4 		$2.66M Sell
98,484
-190
-0.2% -$5.07K 1.03% 25
2025
Q3 		$2.6M Sell
98,674
-990
-1% -$25.1K 1.11% 23
2025
Q2 		$2.51M Buy
99,664
+22,197
+29% +$502K 1.18% 20
2025
Q1 		$1.71M Buy
77,467
+41,108
+113% +$957K 0.99% 22
2024
Q4 		$843K Buy
36,359
+12,206
+51% +$284K 0.5% 40
2024
Q3 		$546K Buy
24,153
+81
+0.3% +$1.76K 0.34% 52
2024
Q2 		$531K Buy
24,072
+9,000
+60% +$186K 0.36% 51
2024
Q1 		$312K Buy
15,072
+414
+3% +$8.15K 0.23% 96
2023
Q4 		$274K Hold
14,658
– – 0.23% 92
2023
Q3 		$251K Buy
14,658
+72
+0.5% +$1.26K 0.24% 93
2023
Q2 		$252K Buy
14,586
+600
+4% +$9.91K 0.25% 95
2023
Q1 		$227K Sell
13,986
-465
-3% -$7.32K 0.25% 98
2022
Q4 		$221K Buy
14,451
+267
+2% +$4.04K 0.28% 99
2022
Q3 		$205K Sell
14,184
-6,135
-30% -$96.3K 0.29% 105
2022
Q2 		$330K Buy
20,319
+6,375
+46% +$103K 0.43% 66
2022
Q1 		$251K Hold
13,944
– – 0.32% 83
2021
Q4 		$260K Sell
13,944
-1,200
-8% -$22.2K 0.34% 71
2021
Q3 		$262K Sell
15,144
-798
-5% -$14.2K 0.4% 67
2021
Q2 		$276K Sell
15,942
-150
-0.9% -$2.53K 0.44% 64
2021
Q1 		$261K Sell
16,092
-732
-4% -$11.5K 0.47% 61
2020
Q4 		$255K Sell
16,824
-8,100
-32% -$116K 0.5% 59
2020
Q3 		$335K Sell
24,924
-4,506
-15% -$59.9K 0.86% 27
2020
Q2 		$363K Hold
29,430
– – 1.17% 21
2020
Q1 		$300K Hold
29,430
– – 1.36% 21
2019
Q4 		$377K Buy
+29,430
New +$361K 1.16% 20

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 $1.81B AUM 22.3% 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

Mayfair Advisory Group's SCHX Position: Q1 2026 in Review

Mayfair Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.73% in Q1 2026, selling an estimated $19.2K and leaving 97,767 shares worth $2.51M. The position accounts for 0.88% of the portfolio, ranked #26.

Mayfair Advisory Group first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.66M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Mayfair Advisory Group held 97,767 shares of Schwab US Large- Cap ETF worth $2.51M as of Q1 2026.
  • Mayfair Advisory Group sold 717 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $19.2K.
  • Schwab US Large- Cap ETF made up 0.88% of Mayfair Advisory Group's portfolio in Q1 2026, its #26 holding.
  • Mayfair Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Mayfair Advisory Group's Schwab US Large- Cap ETF position peaked at $2.66M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.