MBE Wealth Management
SCHX icon

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
Q3 		$953K Buy
31,760
+14,044
+79% +$421K 0.34% 51
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

Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

MBE Wealth Management's SCHX Position: Q3 2026 in Review

MBE Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 79% in Q3 2026, buying an estimated $421K and bringing the position to 31,760 shares worth $953K. The position accounts for 0.34% of the portfolio, ranked #51.

MBE Wealth Management first reported a position in SCHX in Q1 2020 and has held it in 22 quarters since. 802 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • MBE Wealth Management held 31,760 shares of Schwab US Large- Cap ETF worth $953K as of Q3 2026.
  • MBE Wealth Management bought 14,044 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $421K.
  • Schwab US Large- Cap ETF made up 0.34% of MBE Wealth Management's portfolio in Q3 2026, its #51 holding.
  • MBE Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 22 quarters since.
  • 802 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.