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 Q2	$4.09M	Sell	139,078 -4,234	-3%	-$121K	2.06%	14
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 $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Milestone Asset Management Group's SCHX Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q2 2026, selling an estimated $121K and leaving 139,078 shares worth $4.09M. The position accounts for 2.06% of the portfolio, ranked #14.

Milestone Asset Management Group first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Milestone Asset Management Group held 139,078 shares of Schwab US Large- Cap ETF worth $4.09M as of Q2 2026.
Milestone Asset Management Group sold 4,234 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $121K.
Schwab US Large- Cap ETF made up 2.06% of Milestone Asset Management Group's portfolio in Q2 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 7 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.