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Milestone Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Milestone Investment 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 		$29.5M Sell
1,001,568
-7,168
-0.7% -$205K 6.37% 3
2026
Q1 		$25.9M Sell
1,008,736
-10,246
-1% -$275K 6.25% 3
2025
Q4 		$27.4M Sell
1,018,982
-1,151
-0.1% -$30.7K 6.64% 3
2025
Q3 		$26.9M Sell
1,020,133
-16,825
-2% -$427K 6.68% 3
2025
Q2 		$25.3M Sell
1,036,958
-43,680
-4% -$988K 6.61% 3
2025
Q1 		$23.9M Sell
1,080,638
-39,008
-3% -$908K 6.62% 3
2024
Q4 		$26M Sell
1,119,646
-19,982
-2% -$466K 7.05% 3
2024
Q3 		$25.8M Sell
1,139,628
-84,825
-7% -$1.85M 7.22% 3
2024
Q2 		$26.2M Sell
1,224,453
-84,147
-6% -$1.74M 6.97% 3
2024
Q1 		$27.1M Sell
1,308,600
-57,324
-4% -$1.13M 7.3% 4
2023
Q4 		$25.7M Sell
1,365,924
-6,093
-0.4% -$107K 7.46% 3
2023
Q3 		$23.1M Buy
1,372,017
+15,657
+1% +$275K 6.58% 2
2023
Q2 		$23.7M Sell
1,356,360
-8,166
-0.6% -$135K 7.33% 1
2023
Q1 		$22M Buy
1,364,526
+10,131
+0.7% +$159K 6.79% 2
2022
Q4 		$20.4M Buy
+1,354,395
New +$20.5M 7.15% 3

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

Milestone Investment Advisors's SCHX Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.71% in Q2 2026, selling an estimated $205K and leaving 1,001,568 shares worth $29.5M. The position accounts for 6.37% of the portfolio, ranked #3.

Milestone Investment Advisors first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Milestone Investment Advisors held 1,001,568 shares of Schwab US Large- Cap ETF worth $29.5M as of Q2 2026.
  • Milestone Investment Advisors sold 7,168 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $205K.
  • Schwab US Large- Cap ETF made up 6.37% of Milestone Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Milestone Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.