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

Mission Creek 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 Q1	$4.75M	Buy	243,015 +160,888	+196%	+$4.32M	0.95%	29
2025 Q4	$654K	Hold	82,127	–	–	0.13%	124
2025 Q3	$642K	Hold	82,127	–	–	0.13%	126
2025 Q2	$600K	Hold	82,127	–	–	0.13%	127
2025 Q1	$548K	Hold	82,127	–	–	0.13%	136
2024 Q4	$572K	Buy	82,127 +60,047	+272%	+$1.4M	0.12%	151
2024 Q3	$499K	Hold	22,080	–	–	0.12%	155
2024 Q2	$473K	Hold	22,080	–	–	0.12%	141
2024 Q1	$457K	Sell	22,080 -1,326	-6%	-$26.1K	0.12%	167
2023 Q4	$440K	Hold	23,406	–	–	0.11%	162
2023 Q3	$395K	Sell	23,406 -210	-0.9%	-$3.68K	0.13%	160
2023 Q2	$412K	Sell	23,616 -7,290	-24%	-$120K	0.13%	163
2023 Q1	$498K	Sell	30,906 -2,850	-8%	-$44.9K	0.17%	149
2022 Q4	$508K	Sell	33,756 -768	-2%	-$11.6K	0.18%	148
2022 Q3	$487K	Buy	34,524 +768	+2%	+$12.1K	0.18%	141
2022 Q2	$503K	Hold	33,756	–	–	0.17%	148
2022 Q1	$606K	Hold	33,756	–	–	0.16%	150
2021 Q4	$640K	Hold	33,756	–	–	0.13%	160
2021 Q3	$585K	Hold	33,756	–	–	0.11%	161
2021 Q2	$585K	Hold	33,756	–	–	0.09%	153
2021 Q1	$540K	Hold	33,756	–	–	0.08%	153
2020 Q4	$512K	Buy	33,756 +7,290	+28%	+$104K	0.16%	142
2020 Q3	$356K	Buy	26,466 +5,154	+24%	+$68.5K	0.14%	160
2020 Q2	$263K	Hold	21,312	–	–	0.14%	146
2020 Q1	$218K	Sell	21,312 -3,300	-13%	-$40.1K	0.12%	153
2019 Q4	$315K	Buy	+24,612	New	+$302K	0.14%	151

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 $5.27B AUM 19.34% 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 $1.81B AUM 22.3% 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

Mission Creek Capital Partners's SCHX Position: Q1 2026 in Review

Mission Creek Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 196% in Q1 2026, buying an estimated $4.32M and bringing the position to 243,015 shares worth $4.75M. The position accounts for 0.95% of the portfolio, ranked #29.

Mission Creek Capital Partners first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. 1,538 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Mission Creek Capital Partners held 243,015 shares of Schwab US Large- Cap ETF worth $4.75M as of Q1 2026.
Mission Creek Capital Partners bought 160,888 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $4.32M.
Schwab US Large- Cap ETF made up 0.95% of Mission Creek Capital Partners's portfolio in Q1 2026, its #29 holding.
Mission Creek Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
1,538 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.