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

MKT 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	$256K	Hold	8,691	–	–	0.08%	138
2026 Q1	$226K	Hold	8,691	–	–	0.08%	148
2025 Q4	$236K	Hold	8,691	–	–	0.08%	148
2025 Q3	$230K	Hold	8,691	–	–	0.09%	152
2025 Q2	$213K	Buy	+8,691	New	+$196K	0.08%	156
2025 Q1	–	Sell	-8,691	Closed	-$206K	–	151
2024 Q4	$206K	Buy	+8,691	New	+$203K	0.09%	142
2024 Q3	–	Sell	-10,131	Closed	-$221K	–	157
2024 Q2	$221K	Hold	10,131	–	–	0.11%	134
2024 Q1	$206K	Sell	10,131 -1,923	-16%	-$37.9K	0.11%	135
2023 Q4	$223K	Hold	12,054	–	–	0.15%	129
2023 Q3	$203K	Hold	12,054	–	–	0.15%	129
2023 Q2	$217K	Sell	12,054 -900	-7%	-$14.9K	0.15%	127
2023 Q1	$208K	Hold	12,954	–	–	0.16%	131
2022 Q4	$202K	Buy	+12,954	New	+$196K	0.15%	135
2022 Q2	–	Sell	-12,954	Closed	-$203K	–	144
2022 Q1	$203K	Hold	12,954	–	–	0.15%	134
2021 Q4	$223K	Buy	+12,954	New	+$239K	0.17%	126

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

MKT Advisors's SCHX Position: Q2 2026 in Review

MKT Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 8,691 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #138.

MKT Advisors first reported a position in SCHX in Q4 2021 and has held it in 15 quarters since. 494 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

MKT Advisors held 8,691 shares of Schwab US Large- Cap ETF worth $256K as of Q2 2026.
MKT Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.08% of MKT Advisors's portfolio in Q2 2026, its #138 holding.
MKT Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 15 quarters since.
494 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.