Milestone Asset Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Milestone Asset Management Group’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	$3.67M	Buy	143,312 +2,042	+1%	+$54.8K	2.15%	14
2025 Q4	$3.8M	Buy	141,270 +11,085	+9%	+$296K	2.15%	16
2025 Q3	$3.43M	Buy	130,185 +2,060	+2%	+$52.3K	2.16%	14
2025 Q2	$3.13M	Buy	128,125 +310	+0.2%	+$7.01K	2.32%	15
2025 Q1	$2.82M	Sell	127,815 -4,338	-3%	-$101K	2.55%	12
2024 Q4	$3.06M	Buy	+132,153	New	+$3.08M	2.74%	9

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

Milestone Asset Management Group's SCHX Position: Q1 2026 in Review

Milestone Asset Management Group increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q1 2026, buying an estimated $54.8K and bringing the position to 143,312 shares worth $3.67M. The position accounts for 2.15% of the portfolio, ranked #14.

Milestone Asset Management Group first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.8M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Milestone Asset Management Group held 143,312 shares of Schwab US Large- Cap ETF worth $3.67M as of Q1 2026.
Milestone Asset Management Group bought 2,042 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $54.8K.
Schwab US Large- Cap ETF made up 2.15% of Milestone Asset Management Group's portfolio in Q1 2026, its #14 holding.
Milestone Asset Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's Schwab US Large- Cap ETF position peaked at $3.8M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.