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Mission Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mission Wealth Management’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 		$8.91M Sell
347,632
-78,742
-18% -$2.11M 0.18% 73
2025
Q4 		$11.5M Sell
426,374
-71,515
-14% -$1.91M 0.23% 62
2025
Q3 		$13.1M Sell
497,889
-46,582
-9% -$1.18M 0.26% 58
2025
Q2 		$13.3M Buy
544,471
+341,232
+168% +$7.71M 0.28% 54
2025
Q1 		$4.49M Sell
203,239
-2,019
-1% -$47K 0.11% 110
2024
Q4 		$4.76M Buy
205,258
+325
+0.2% +$7.58K 0.11% 99
2024
Q3 		$4.63M Sell
204,933
-5,376
-3% -$117K 0.11% 100
2024
Q2 		$4.5M Sell
210,309
-66,486
-24% -$1.37M 0.12% 96
2024
Q1 		$5.73M Buy
276,795
+77,640
+39% +$1.53M 0.15% 97
2023
Q4 		$3.74M Buy
199,155
+13,662
+7% +$240K 0.12% 96
2023
Q3 		$3.13M Sell
185,493
-2,901
-2% -$50.9K 0.12% 96
2023
Q2 		$3.29M Sell
188,394
-9,141
-5% -$151K 0.12% 89
2023
Q1 		$3.18M Sell
197,535
-5,076
-3% -$79.9K 0.13% 86
2022
Q4 		$3.05M Buy
202,611
+1,416
+0.7% +$21.4K 0.15% 91
2022
Q3 		$2.84M Sell
201,195
-384
-0.2% -$6.03K 0.15% 86
2022
Q2 		$3M Sell
201,579
-8,052
-4% -$130K 0.16% 81
2022
Q1 		$3.76M Sell
209,631
-1,521
-0.7% -$26.9K 0.17% 76
2021
Q4 		$4.01M Buy
211,152
+2,490
+1% +$46K 0.18% 67
2021
Q3 		$3.62M Sell
208,662
-3,516
-2% -$62.7K 0.18% 67
2021
Q2 		$3.68M Sell
212,178
-12,036
-5% -$203K 0.19% 62
2021
Q1 		$3.59M Sell
224,214
-13,548
-6% -$212K 0.21% 58
2020
Q4 		$3.6M Sell
237,762
-23,082
-9% -$330K 0.23% 54
2020
Q3 		$3.5M Sell
260,844
-27,858
-10% -$370K 0.26% 51
2020
Q2 		$3.56M Buy
288,702
+31,788
+12% +$370K 0.31% 48
2020
Q1 		$2.62M Sell
256,914
-19,560
-7% -$238K 0.29% 46
2019
Q4 		$3.54M Sell
276,474
-8,202
-3% -$101K 0.34% 43
2019
Q3 		$3.37M Buy
284,676
+23,796
+9% +$280K 0.36% 42
2019
Q2 		$3.05M Buy
260,880
+24,726
+10% +$284K 0.34% 45
2019
Q1 		$2.66M Buy
236,154
+37,404
+19% +$405K 0.31% 50
2018
Q4 		$1.98M Buy
198,750
+61,536
+45% +$660K 0.26% 54
2018
Q3 		$1.59M Buy
137,214
+24,102
+21% +$274K 0.21% 64
2018
Q2 		$1.23M Buy
113,112
+16,662
+17% +$180K 0.18% 71
2018
Q1 		$1.01M Buy
96,450
+41,922
+77% +$456K 0.16% 73
2017
Q4 		$580K Buy
54,528
+11,028
+25% +$114K 0.1% 95
2017
Q3 		$435K Buy
43,500
+366
+0.8% +$3.59K 0.08% 110
2017
Q2 		$415K Hold
43,134
– – 0.08% 111
2017
Q1 		$405K Hold
43,134
– – 0.08% 110
2016
Q4 		$383K Buy
43,134
+54
+0.1% +$469 0.08% 111
2016
Q3 		$371K Hold
43,080
– – 0.09% 106
2016
Q2 		$357K Hold
43,080
– – 0.09% 98
2016
Q1 		$351K Hold
43,080
– – 0.09% 100
2015
Q4 		$349K Buy
43,080
+3,834
+10% +$31.3K 0.1% 93
2015
Q3 		$299K Hold
39,246
– – 0.09% 98
2015
Q2 		$324K Buy
+39,246
New +$330K 0.11% 93

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

Mission Wealth Management's SCHX Position: Q1 2026 in Review

Mission Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 18% in Q1 2026, selling an estimated $2.11M and leaving 347,632 shares worth $8.91M. The position accounts for 0.18% of the portfolio, ranked #73.

Mission Wealth Management first reported a position in SCHX in Q2 2015 and has held it in 44 quarters since. The position peaked at $13.3M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Mission Wealth Management held 347,632 shares of Schwab US Large- Cap ETF worth $8.91M as of Q1 2026.
  • Mission Wealth Management sold 78,742 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.11M.
  • Schwab US Large- Cap ETF made up 0.18% of Mission Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Mission Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Schwab US Large- Cap ETF position peaked at $13.3M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.