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

MeadowBrook Investment 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	$4.14M	Buy	161,301 +3,769	+2%	+$101K	3.66%	7
2025 Q4	$4.24M	Sell	157,532 -974	-0.6%	-$26K	3.61%	7
2025 Q3	$4.18M	Sell	158,506 -3,125	-2%	-$79.4K	3.58%	7
2025 Q2	$3.95M	Buy	161,631 +2,718	+2%	+$61.5K	3.53%	7
2025 Q1	$3.51M	Sell	158,913 -2,165	-1%	-$50.4K	3.28%	6
2024 Q4	$3.73M	Sell	161,078 -4,360	-3%	-$102K	3.31%	7
2024 Q3	$3.74M	Sell	165,438 -2,385	-1%	-$52K	3.38%	7
2024 Q2	$3.59M	Sell	167,823 -165	-0.1%	-$3.41K	3.4%	7
2024 Q1	$3.48M	Sell	167,988 -525	-0.3%	-$10.3K	3.24%	6
2023 Q4	$3.17M	Buy	+168,513	New	+$2.96M	3.02%	6

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MeadowBrook Investment Advisors's SCHX Position: Q1 2026 in Review

MeadowBrook Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q1 2026, buying an estimated $101K and bringing the position to 161,301 shares worth $4.14M. The position accounts for 3.66% of the portfolio, ranked #7.

MeadowBrook Investment Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.24M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

MeadowBrook Investment Advisors held 161,301 shares of Schwab US Large- Cap ETF worth $4.14M as of Q1 2026.
MeadowBrook Investment Advisors bought 3,769 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $101K.
Schwab US Large- Cap ETF made up 3.66% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #7 holding.
MeadowBrook Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
MeadowBrook Investment Advisors's Schwab US Large- Cap ETF position peaked at $4.24M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.