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Mirador Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mirador Capital Partners’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 		$1.1M Buy
37,394
+64
+0.2% +$1.83K 0.13% 101
2026
Q1 		$957K Buy
37,330
+1,422
+4% +$38.1K 0.14% 100
2025
Q4 		$966K Sell
35,908
-2,106
-6% -$56.2K 0.13% 106
2025
Q3 		$1M Sell
38,014
-157
-0.4% -$3.99K 0.14% 104
2025
Q2 		$933K Sell
38,171
-395
-1% -$8.93K 0.15% 95
2025
Q1 		$852K Sell
38,566
-1,693
-4% -$39.4K 0.15% 99
2024
Q4 		$933K Buy
40,259
+1,253
+3% +$29.2K 0.17% 92
2024
Q3 		$882K Sell
39,006
-4,557
-10% -$99.3K 0.16% 93
2024
Q2 		$933K Buy
43,563
+234
+0.5% +$4.84K 0.18% 78
2024
Q1 		$896K Sell
43,329
-13,296
-23% -$262K 0.17% 93
2023
Q4 		$1.06M Buy
+56,625
New +$994K 0.23% 74
2023
Q1 		– Sell
-18,852
Closed -$284K – 206
2022
Q4 		$284K Buy
18,852
+636
+3% +$9.63K 0.07% 154
2022
Q3 		$257K Sell
18,216
-1,149
-6% -$18K 0.06% 171
2022
Q2 		$288K Sell
19,365
-1,095
-5% -$17.7K 0.07% 162
2022
Q1 		$367K Sell
20,460
-12
-0.1% -$212 0.07% 165
2021
Q4 		$388K Buy
20,472
+1,110
+6% +$20.5K 0.08% 165
2021
Q3 		$336K Sell
19,362
-126
-0.6% -$2.25K 0.08% 171
2021
Q2 		$338K Sell
19,488
-2,412
-11% -$40.7K 0.08% 168
2021
Q1 		$350K Sell
21,900
-312
-1% -$4.89K 0.09% 139
2020
Q4 		$337K Sell
22,212
-600
-3% -$8.59K 0.09% 139
2020
Q3 		$307K Sell
22,812
-120
-0.5% -$1.59K 0.1% 135
2020
Q2 		$283K Buy
22,932
+4,650
+25% +$54.2K 0.11% 125
2020
Q1 		$207K Sell
18,282
-28,644
-61% -$348K 0.09% 133
2019
Q4 		$601K Buy
46,926
+1,884
+4% +$23.1K 0.24% 90
2019
Q3 		$532K Buy
45,042
+786
+2% +$9.26K 0.24% 98
2019
Q2 		$518K Buy
44,256
+1,518
+4% +$17.4K 0.26% 81
2019
Q1 		$482K Buy
42,738
+2,988
+8% +$32.4K 0.26% 82
2018
Q4 		$396K Sell
39,750
-240
-0.6% -$2.58K 0.24% 79
2018
Q3 		$464K Buy
39,990
+6
+0% +$68 0.23% 91
2018
Q2 		$433K Buy
39,984
+936
+2% +$10.1K 0.24% 86
2018
Q1 		$412K Buy
39,048
+3,294
+9% +$35.8K 0.29% 74
2017
Q4 		$380K Sell
35,754
-1,206
-3% -$12.5K 0.21% 91
2017
Q3 		$372K Buy
36,960
+1,158
+3% +$11.4K 0.22% 92
2017
Q2 		$353K Buy
35,802
+1,038
+3% +$9.9K 0.22% 92
2017
Q1 		$326K Buy
34,764
+1,386
+4% +$12.8K 0.24% 91
2016
Q4 		$296K Buy
+33,378
New +$290K 0.24% 98

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

Mirador Capital Partners's SCHX Position: Q2 2026 in Review

Mirador Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.17% in Q2 2026, buying an estimated $1.83K and bringing the position to 37,394 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #101.

Mirador Capital Partners first reported a position in SCHX in Q4 2016 and has held it in 36 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mirador Capital Partners held 37,394 shares of Schwab US Large- Cap ETF worth $1.1M as of Q2 2026.
  • Mirador Capital Partners bought 64 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.83K.
  • Schwab US Large- Cap ETF made up 0.13% of Mirador Capital Partners's portfolio in Q2 2026, its #101 holding.
  • Mirador Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 36 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.