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 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MFA Wealth Advisors's SCHX Position: Q2 2026 in Review

MFA Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q2 2026, buying an estimated $974K and bringing the position to 806,137 shares worth $23.7M. The position accounts for 4.04% of the portfolio, ranked #6.

MFA Wealth Advisors first reported a position in SCHX in Q4 2017 and has held it in 24 quarters since. 781 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

MFA Wealth Advisors held 806,137 shares of Schwab US Large- Cap ETF worth $23.7M as of Q2 2026.
MFA Wealth Advisors bought 34,117 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $974K.
Schwab US Large- Cap ETF made up 4.04% of MFA Wealth Advisors's portfolio in Q2 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 24 quarters since.
781 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.