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Miracle Mile Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Miracle Mile 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
Q1 		$1.54M Buy
59,881
+24,839
+71% +$666K 0.02% 347
2025
Q4 		$943K Buy
35,042
+20,911
+148% +$558K 0.01% 429
2025
Q3 		$372K Buy
14,131
+4,324
+44% +$110K 0.01% 624
2025
Q2 		$240K Sell
9,807
-778
-7% -$17.6K ﹤0.01% 644
2025
Q1 		$234K Sell
10,585
-15,057
-59% -$351K ﹤0.01% 570
2024
Q4 		$594K Buy
25,642
+145
+0.6% +$3.38K 0.01% 415
2024
Q3 		$577K Buy
25,497
+2,097
+9% +$45.7K 0.01% 349
2024
Q2 		$501K Hold
23,400
– – 0.01% 345
2024
Q1 		$484K Buy
23,400
+48
+0.2% +$945 0.01% 349
2023
Q4 		$439K Buy
23,352
+2,067
+10% +$36.3K 0.01% 354
2023
Q3 		$359K Sell
21,285
-5,745
-21% -$101K 0.01% 374
2023
Q2 		$472K Sell
27,030
-657
-2% -$10.8K 0.01% 358
2023
Q1 		$446K Sell
27,687
-1,965
-7% -$30.9K 0.01% 371
2022
Q4 		$446K Buy
29,652
+2,718
+10% +$41.1K 0.02% 376
2022
Q3 		$380K Sell
26,934
-1,224
-4% -$19.2K 0.02% 327
2022
Q2 		$419K Sell
28,158
-3,384
-11% -$54.8K 0.02% 329
2022
Q1 		$566K Sell
31,542
-150,306
-83% -$2.66M 0.02% 303
2021
Q4 		$3.45M Sell
181,848
-2,682
-1% -$49.5K 0.13% 131
2021
Q3 		$3.2M Sell
184,530
-4,596
-2% -$82K 0.15% 127
2021
Q2 		$3.28M Sell
189,126
-1,032
-0.5% -$17.4K 0.17% 113
2021
Q1 		$3.04M Sell
190,158
-12,330
-6% -$193K 0.17% 113
2020
Q4 		$3.07M Sell
202,488
-150,012
-43% -$2.15M 0.19% 113
2020
Q3 		$4.74M Buy
352,500
+176,808
+101% +$2.35M 0.33% 68
2020
Q2 		$2.17M Sell
175,692
-18,138
-9% -$211K 0.18% 123
2020
Q1 		$1.98M Sell
193,830
-13,512
-7% -$164K 0.21% 88
2019
Q4 		$2.65M Sell
207,342
-4,050
-2% -$49.6K 0.18% 104
2019
Q3 		$2.5M Buy
+211,392
New +$2.49M 0.18% 110
2016
Q3 		– Sell
-136,410
Closed -$1.17M – 94
2016
Q2 		$1.17M Buy
+136,410
New +$1.12M 0.38% 23

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Miracle Mile Advisors's SCHX Position: Q1 2026 in Review

Miracle Mile Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 71% in Q1 2026, buying an estimated $666K and bringing the position to 59,881 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #347.

Miracle Mile Advisors first reported a position in SCHX in Q2 2016 and has held it in 28 quarters since. The position peaked at $4.74M in Q3 2020. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Miracle Mile Advisors held 59,881 shares of Schwab US Large- Cap ETF worth $1.54M as of Q1 2026.
  • Miracle Mile Advisors bought 24,839 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $666K.
  • Schwab US Large- Cap ETF made up 0.02% of Miracle Mile Advisors's portfolio in Q1 2026, its #347 holding.
  • Miracle Mile Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 28 quarters since.
  • Miracle Mile Advisors's Schwab US Large- Cap ETF position peaked at $4.74M in Q3 2020.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.