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MGO One Seven’s Schwab US Large- Cap ETF SCHX Stock Holding History

MGO One Seven’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 		$1.43M Buy
48,714
+13,306
+38% +$380K 0.02% 609
2026
Q1 		$908K Buy
35,408
+9,562
+37% +$257K 0.02% 696
2025
Q4 		$696K Sell
25,846
-852
-3% -$22.8K 0.01% 753
2025
Q3 		$703K Sell
26,698
-2,150
-7% -$54.6K 0.02% 692
2025
Q2 		$705K Sell
28,848
-3,454
-11% -$78.1K 0.02% 595
2025
Q1 		$713K Buy
32,302
+3,092
+11% +$72K 0.03% 532
2024
Q4 		$677K Buy
29,210
+1,673
+6% +$39K 0.03% 544
2024
Q3 		$623K Buy
27,537
+2,550
+10% +$55.6K 0.03% 513
2024
Q2 		$535K Sell
24,987
-6,048
-19% -$125K 0.03% 533
2024
Q1 		$642K Buy
31,035
+7,026
+29% +$138K 0.03% 456
2023
Q4 		$451K Buy
24,009
+2,544
+12% +$44.7K 0.03% 566
2023
Q3 		$362K Sell
21,465
-1,719
-7% -$30.2K 0.03% 548
2023
Q2 		$405K Sell
23,184
-2,031
-8% -$33.5K 0.04% 484
2023
Q1 		$407K Buy
+25,215
New +$397K 0.03% 543

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

MGO One Seven's SCHX Position: Q2 2026 in Review

MGO One Seven increased its Schwab US Large- Cap ETF (SCHX) stake by 38% in Q2 2026, buying an estimated $380K and bringing the position to 48,714 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #609.

MGO One Seven first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MGO One Seven held 48,714 shares of Schwab US Large- Cap ETF worth $1.43M as of Q2 2026.
  • MGO One Seven bought 13,306 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $380K.
  • Schwab US Large- Cap ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #609 holding.
  • MGO One Seven first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.