MBE Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

MBE Wealth Management’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	$521K	Sell	17,716 -102	-0.6%	-$2.91K	0.18%	79
2026 Q1	$457K	Sell	17,818 -222	-1%	-$5.96K	0.19%	74
2025 Q4	$485K	Sell	18,040 -195	-1%	-$5.21K	0.2%	67
2025 Q3	$480K	Sell	18,235 -197	-1%	-$5K	0.21%	64
2025 Q2	$450K	Sell	18,432 -82	-0.4%	-$1.85K	0.2%	67
2025 Q1	$409K	Buy	18,514 +4	+0%	+$93	0.2%	67
2024 Q4	$429K	Buy	18,510 +39	+0.2%	+$909	0.24%	54
2024 Q3	$418K	Buy	18,471 +147	+0.8%	+$3.2K	0.23%	58
2024 Q2	$392K	Buy	18,324 +291	+2%	+$6.01K	0.24%	58
2024 Q1	$373K	Hold	18,033	–	–	0.23%	60
2023 Q4	$339K	Buy	18,033 +4,788	+36%	+$84.1K	0.17%	64
2023 Q3	$223K	Hold	13,245	–	–	0.13%	68
2023 Q2	$231K	Buy	13,245 +30	+0.2%	+$495	0.12%	66
2023 Q1	$213K	Buy	+13,215	New	+$208K	0.13%	69
2022 Q2	–	Sell	-13,590	Closed	-$244K	–	69
2022 Q1	$244K	Hold	13,590	–	–	0.15%	57
2021 Q4	$258K	Hold	13,590	–	–	0.13%	48
2021 Q3	$236K	Hold	13,590	–	–	0.12%	50
2021 Q2	$235K	Hold	13,590	–	–	0.12%	48
2021 Q1	$218K	Hold	13,590	–	–	0.12%	52
2020 Q4	$206K	Buy	+13,590	New	+$194K	0.14%	56
2020 Q2	–	Sell	-13,602	Closed	-$138K	–	416
2020 Q1	$138K	Buy	+13,602	New	+$165K	0.13%	54

Other funds holding SCHX

SFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MBE Wealth Management's SCHX Position: Q2 2026 in Review

MBE Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.57% in Q2 2026, selling an estimated $2.91K and leaving 17,716 shares worth $521K. The position accounts for 0.18% of the portfolio, ranked #79.

MBE Wealth Management first reported a position in SCHX in Q1 2020 and has held it in 21 quarters since. 781 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

MBE Wealth Management held 17,716 shares of Schwab US Large- Cap ETF worth $521K as of Q2 2026.
MBE Wealth Management sold 102 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.91K.
Schwab US Large- Cap ETF made up 0.18% of MBE Wealth Management's portfolio in Q2 2026, its #79 holding.
MBE Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 21 quarters since.
781 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.