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

MCF 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
Q1 		$18.9M Sell
737,216
-27,791
-4% -$745K 0.83% 26
2025
Q4 		$20.6M Sell
765,007
-16,842
-2% -$450K 1.14% 17
2025
Q3 		$20.6M Sell
781,849
-8,161
-1% -$207K 1.26% 17
2025
Q2 		$19.3M Buy
790,010
+173,379
+28% +$3.92M 1.28% 16
2025
Q1 		$13.6M Sell
616,631
-17,430
-3% -$406K 0.98% 16
2024
Q4 		$14.7M Sell
634,061
-103
-0% -$2.4K 1.03% 16
2024
Q3 		$14.3M Sell
634,164
-12,234
-2% -$267K 1.01% 16
2024
Q2 		$13.8M Sell
646,398
-2,970
-0.5% -$61.4K 1.05% 16
2024
Q1 		$13.4M Sell
649,368
-62,931
-9% -$1.24M 1.04% 17
2023
Q4 		$13.4M Sell
712,299
-22,971
-3% -$403K 1.09% 16
2023
Q3 		$12.4M Buy
735,270
+21,516
+3% +$377K 1.12% 17
2023
Q2 		$12.5M Sell
713,754
-28,080
-4% -$464K 1.12% 17
2023
Q1 		$12M Sell
741,834
-12,585
-2% -$198K 1.12% 17
2022
Q4 		$11.4M Buy
754,419
+90,099
+14% +$1.36M 1.16% 17
2022
Q3 		$9.38M Sell
664,320
-4,569
-0.7% -$71.7K 1.04% 19
2022
Q2 		$9.96M Buy
668,889
+138,504
+26% +$2.24M 1.05% 17
2022
Q1 		$9.52M Buy
+530,385
New +$9.39M 0.89% 17
2021
Q4 		– Sell
-525,612
Closed -$9.11M – 565
2021
Q3 		$9.11M Sell
525,612
-228
-0% -$4.07K 0.92% 18
2021
Q2 		$9.11M Sell
525,840
-15,222
-3% -$257K 0.94% 19
2021
Q1 		$8.66M Sell
541,062
-4,686
-0.9% -$73.4K 0.98% 18
2020
Q4 		$8.27M Buy
545,748
+780
+0.1% +$11.2K 0.99% 18
2020
Q3 		$7.32M Sell
544,968
-18,510
-3% -$246K 0.97% 18
2020
Q2 		$6.96M Buy
563,478
+120,738
+27% +$1.41M 0.97% 18
2020
Q1 		$4.52M Sell
442,740
-725,892
-62% -$8.82M 0.76% 20
2019
Q4 		$15M Sell
1,168,632
-119,250
-9% -$1.46M 2.28% 10
2019
Q3 		$15.2M Sell
1,287,882
-3,750
-0.3% -$44.2K 2.48% 8
2019
Q2 		$15.1M Buy
1,291,632
+78,282
+6% +$899K 2.5% 8
2019
Q1 		$13.7M Buy
1,213,350
+37,938
+3% +$411K 2.36% 9
2018
Q4 		$11.7M Buy
1,175,412
+329,340
+39% +$3.53M 2.24% 9
2018
Q3 		$9.81M Sell
846,072
-59,700
-7% -$679K 1.71% 11
2018
Q2 		$9.81M Buy
905,772
+24,066
+3% +$260K 1.89% 11
2018
Q1 		$9.27M Buy
881,706
+88,302
+11% +$960K 1.82% 12
2017
Q4 		$8.43M Buy
793,404
+154,500
+24% +$1.6M 1.56% 12
2017
Q3 		$6.39M Buy
638,904
+384,372
+151% +$3.77M 1.25% 13
2017
Q2 		$2.45M Buy
254,532
+54,168
+27% +$517K 0.49% 20
2017
Q1 		$1.88M Buy
200,364
+69,936
+54% +$646K 0.39% 24
2016
Q4 		$1.16M Buy
130,428
+64,200
+97% +$558K 0.25% 32
2016
Q3 		$570K Buy
66,228
+9,942
+18% +$85.3K 0.14% 50
2016
Q2 		$467K Buy
56,286
+4,080
+8% +$33.5K 0.11% 62
2016
Q1 		$425K Buy
52,206
+10,788
+26% +$83.3K 0.11% 56
2015
Q4 		$335K Sell
41,418
-600
-1% -$4.89K 0.09% 61
2015
Q3 		$320K Buy
42,018
+14,760
+54% +$119K 0.08% 61
2015
Q2 		$224K Buy
27,258
+11,328
+71% +$95.1K 0.06% 83
2015
Q1 		$132K Buy
15,930
+3,564
+29% +$29.3K 0.03% 124
2014
Q4 		$101K Buy
12,366
+4,380
+55% +$35K 0.03% 135
2014
Q3 		$60K Buy
7,986
+4,410
+123% +$34.7K 0.02% 173
2014
Q2 		$27K Buy
3,576
+792
+28% +$6K 0.01% 222
2014
Q1 		$21K Buy
2,784
+972
+54% +$7.12K 0.01% 252
2013
Q4 		$14K Buy
+1,812
New +$12.8K 0.01% 255

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MCF Advisors's SCHX Position: Q1 2026 in Review

MCF Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q1 2026, selling an estimated $745K and leaving 737,216 shares worth $18.9M. The position accounts for 0.83% of the portfolio, ranked #26.

MCF Advisors first reported a position in SCHX in Q4 2013 and has held it in 49 quarters since. The position peaked at $20.6M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • MCF Advisors held 737,216 shares of Schwab US Large- Cap ETF worth $18.9M as of Q1 2026.
  • MCF Advisors sold 27,791 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $745K.
  • Schwab US Large- Cap ETF made up 0.83% of MCF Advisors's portfolio in Q1 2026, its #26 holding.
  • MCF Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 49 quarters since.
  • MCF Advisors's Schwab US Large- Cap ETF position peaked at $20.6M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.