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

MBL Wealth’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 		$8.64M Sell
293,670
-5,162
-2% -$147K 0.59% 32
2026
Q1 		$7.66M Buy
298,832
+9,932
+3% +$266K 0.58% 35
2025
Q4 		$7.77M Buy
288,900
+55
+0% +$1.47K 0.62% 30
2025
Q3 		$7.61M Buy
288,845
+3,445
+1% +$87.5K 0.66% 30
2025
Q2 		$6.98M Hold
285,400
– – 0.67% 32
2025
Q1 		$6.3M Sell
285,400
-450
-0.2% -$10.5K 0.64% 32
2024
Q4 		$6.63M Buy
285,850
+160
+0.1% +$3.73K 0.66% 32
2024
Q3 		$6.46M Sell
285,690
-6,000
-2% -$131K 0.69% 32
2024
Q2 		$6.25M Sell
291,690
-10,200
-3% -$211K 0.7% 33
2024
Q1 		$6.25M Buy
301,890
+7,500
+3% +$148K 0.71% 30
2023
Q4 		$5.53M Sell
294,390
-9,000
-3% -$158K 0.69% 30
2023
Q3 		$5.12M Sell
303,390
-6,108
-2% -$107K 0.72% 30
2023
Q2 		$5.4M Sell
309,498
-3,900
-1% -$64.4K 0.76% 30
2023
Q1 		$5.05M Sell
313,398
-25,626
-8% -$403K 0.79% 29
2022
Q4 		$5.1M Buy
339,024
+25,245
+8% +$382K 0.98% 23
2022
Q3 		$4.43M Buy
313,779
+139,389
+80% +$2.19M 0.96% 23
2022
Q2 		$2.6M Buy
174,390
+76,800
+79% +$1.24M 0.65% 35
2022
Q1 		$1.75M Buy
+97,590
New +$1.73M 0.43% 45
2021
Q3 		$2.51M Buy
+144,540
New +$2.58M 0.87% 36
2021
Q1 		$2.44M Buy
152,790
+1,050
+0.7% +$16.4K 0.85% 30
2020
Q4 		$2.3M Buy
+151,740
New +$2.17M 0.91% 26

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

MBL Wealth's SCHX Position: Q2 2026 in Review

MBL Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, selling an estimated $147K and leaving 293,670 shares worth $8.64M. The position accounts for 0.59% of the portfolio, ranked #32.

MBL Wealth first reported a position in SCHX in Q4 2020 and has held it in 21 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MBL Wealth held 293,670 shares of Schwab US Large- Cap ETF worth $8.64M as of Q2 2026.
  • MBL Wealth sold 5,162 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $147K.
  • Schwab US Large- Cap ETF made up 0.59% of MBL Wealth's portfolio in Q2 2026, its #32 holding.
  • MBL Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.