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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
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 		$9.77M 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 $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

MBA Advisors's SCHX Position: Q2 2026 in Review

MBA Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.78% in Q2 2026, selling an estimated $90.5K and leaving 402,297 shares worth $11.8M. The position accounts for 3.99% of the portfolio, ranked #3.

MBA Advisors first reported a position in SCHX in Q1 2021 and has held it in 22 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MBA Advisors held 402,297 shares of Schwab US Large- Cap ETF worth $11.8M as of Q2 2026.
  • MBA Advisors sold 3,170 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $90.5K.
  • Schwab US Large- Cap ETF made up 3.99% of MBA Advisors's portfolio in Q2 2026, its #3 holding.
  • MBA Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.