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

MFA Wealth 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
Q3 		$24.3M Buy
808,937
+2,800
+0.3% +$83.9K 4.12% 6
2026
Q2 		$23.7M Buy
806,137
+34,117
+4% +$974K 4.04% 6
2026
Q1 		$19.8M Buy
772,020
+69,871
+10% +$1.87M 3.9% 6
2025
Q4 		$18.9M Buy
702,149
+28,743
+4% +$768K 3.99% 6
2025
Q3 		$17.7M Buy
+673,406
New +$17.1M 3.87% 6
2024
Q4 		– Sell
-12
Closed -$271 – 329
2024
Q3 		$271 Hold
12
– – ﹤0.01% 486
2024
Q2 		$257 Buy
+12
New +$248 ﹤0.01% 507
2022
Q4 		– Sell
-110,835
Closed -$1.56M – 69
2022
Q3 		$1.56M Sell
110,835
-4,884
-4% -$76.6K 0.58% 28
2022
Q2 		$1.72M Buy
115,719
+1,668
+1% +$27K 0.63% 27
2022
Q1 		$2.05M Sell
114,051
-6,051
-5% -$107K 0.65% 31
2021
Q4 		$2.28M Sell
120,102
-16,248
-12% -$300K 0.96% 28
2021
Q3 		$2.36M Sell
136,350
-24,336
-15% -$434K 1.09% 28
2021
Q2 		$2.78M Sell
160,686
-13,206
-8% -$223K 1.26% 29
2021
Q1 		$2.78M Buy
173,892
+158,844
+1,056% +$2.49M 1.35% 29
2020
Q4 		$228K Buy
+15,048
New +$215K 0.2% 40
2020
Q3 		– Sell
-13,986
Closed -$173K – 187
2020
Q2 		$173K Sell
13,986
-287,616
-95% -$3.35M 0.11% 45
2020
Q1 		$3.08M Buy
301,602
+279,294
+1,252% +$3.39M 2.99% 11
2019
Q4 		$285K Buy
22,308
+4,134
+23% +$50.7K 0.21% 34
2019
Q3 		$215K Sell
18,174
-12,888
-41% -$152K 0.18% 36
2019
Q2 		$363K Sell
31,062
-441,468
-93% -$5.07M 0.27% 34
2019
Q1 		$5.33M Buy
+472,530
New +$5.12M 3.5% 10
2018
Q4 		– Sell
-1,019,490
Closed -$11M – 52
2018
Q3 		$11M Sell
1,019,490
-89,388
-8% -$1.02M 8.23% 2
2018
Q2 		$12.6M Buy
1,108,878
+101,382
+10% +$1.09M 8.26% 4
2018
Q1 		$10.7M Sell
1,007,496
-124,416
-11% -$1.35M 8.06% 4
2017
Q4 		$12.7M Buy
+1,131,912
New +$11.7M 8.6% 3

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
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
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

MFA Wealth Advisors's SCHX Position: Q3 2026 in Review

MFA Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.35% in Q3 2026, buying an estimated $83.9K and bringing the position to 808,937 shares worth $24.3M. The position accounts for 4.12% of the portfolio, ranked #6.

MFA Wealth Advisors first reported a position in SCHX in Q4 2017 and has held it in 25 quarters since. 1,116 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • MFA Wealth Advisors held 808,937 shares of Schwab US Large- Cap ETF worth $24.3M as of Q3 2026.
  • MFA Wealth Advisors bought 2,800 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $83.9K.
  • Schwab US Large- Cap ETF made up 4.12% of MFA Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • MFA Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.