MBA Advisors
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MBA Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

MBA 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
Q3 		$12.4M Buy
412,510
+10,213
+3% +$306K 4.04% 4
2026
Q2 		$11.8M Sell
402,297
-3,170
-0.8% -$90.5K 3.99% 3
2026
Q1 		$10.4M Buy
405,467
+6,522
+2% +$175K 3.99% 4
2025
Q4 		$10.7M Buy
398,945
+3,166
+0.8% +$84.6K 4.33% 3
2025
Q3 		$10.4M Sell
395,779
-3,913
-1% -$99.4K 4.45% 3
2025
Q2 		$9.8M Buy
399,692
+14,754
+4% +$334K 4.51% 3
2025
Q1 		$8.5M Buy
384,938
+3,564
+0.9% +$83K 4.21% 3
2024
Q4 		$8.84M Buy
381,374
+6,821
+2% +$159K 4.43% 2
2024
Q3 		$8.47M Sell
374,553
-189
-0.1% -$4.12K 4.07% 3
2024
Q2 		$8.03M Sell
374,742
-5,313
-1% -$110K 4.1% 4
2024
Q1 		$7.86M Sell
380,055
-4,656
-1% -$91.7K 4.07% 4
2023
Q4 		$7.23M Buy
384,711
+29,121
+8% +$511K 4.03% 4
2023
Q3 		$6M Buy
355,590
+21,672
+6% +$380K 3.68% 6
2023
Q2 		$5.83M Buy
333,918
+12,942
+4% +$214K 3.48% 9
2023
Q1 		$5.18M Buy
320,976
+12,636
+4% +$199K 3.22% 8
2022
Q4 		$4.64M Buy
308,340
+8,436
+3% +$128K 3.04% 10
2022
Q3 		$4.23M Buy
299,904
+9,756
+3% +$153K 3.06% 9
2022
Q2 		$4.32M Sell
290,148
-624
-0.2% -$10.1K 2.97% 8
2022
Q1 		$5.22M Buy
290,772
+18,888
+7% +$334K 3.23% 4
2021
Q4 		$5.16M Buy
271,884
+1,974
+0.7% +$36.5K 3.2% 4
2021
Q3 		$4.68M Buy
269,910
+8,742
+3% +$156K 3.45% 4
2021
Q2 		$4.53M Buy
261,168
+54
+0% +$911 2.11% 5
2021
Q1 		$4.18M Buy
+261,114
New +$4.09M 2.3% 5

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

MBA Advisors's SCHX Position: Q3 2026 in Review

MBA Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.5% in Q3 2026, buying an estimated $306K and bringing the position to 412,510 shares worth $12.4M. The position accounts for 4.04% of the portfolio, ranked #4.

MBA Advisors first reported a position in SCHX in Q1 2021 and has held it in 23 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • MBA Advisors held 412,510 shares of Schwab US Large- Cap ETF worth $12.4M as of Q3 2026.
  • MBA Advisors bought 10,213 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $306K.
  • Schwab US Large- Cap ETF made up 4.04% of MBA Advisors's portfolio in Q3 2026, its #4 holding.
  • MBA Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.