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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
Q2 		$4.74M Sell
160,900
-401
-0.2% -$11.5K 3.75% 6
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
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

MeadowBrook Investment Advisors's SCHX Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, selling an estimated $11.5K and leaving 160,900 shares worth $4.74M. The position accounts for 3.75% of the portfolio, ranked #6.

MeadowBrook Investment Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MeadowBrook Investment Advisors held 160,900 shares of Schwab US Large- Cap ETF worth $4.74M as of Q2 2026.
  • MeadowBrook Investment Advisors sold 401 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $11.5K.
  • Schwab US Large- Cap ETF made up 3.75% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • MeadowBrook Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.