MML Investors Services
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MML Investors Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

MML Investors Services’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 		$19.9M Buy
675,879
+211,933
+46% +$6.05M 0.04% 408
2026
Q1 		$11.9M Buy
463,946
+67,611
+17% +$1.81M 0.03% 486
2025
Q4 		$10.7M Buy
396,335
+24,258
+7% +$648K 0.03% 553
2025
Q3 		$9.8M Sell
372,077
-13,906
-4% -$353K 0.03% 557
2025
Q2 		$9.43M Sell
385,983
-1,771
-0.5% -$40K 0.03% 547
2025
Q1 		$8.56M Sell
387,754
-6,178
-2% -$144K 0.03% 533
2024
Q4 		$9.13M Buy
393,932
+25,853
+7% +$603K 0.03% 471
2024
Q3 		$8.32M Sell
368,079
-98,412
-21% -$2.14M 0.03% 486
2024
Q2 		$9.99M Sell
466,491
-23,748
-5% -$491K 0.04% 397
2024
Q1 		$10.1M Buy
490,239
+24,585
+5% +$484K 0.04% 407
2023
Q4 		$8.75M Buy
465,654
+196,593
+73% +$3.45M 0.04% 411
2023
Q3 		$4.54M Sell
269,061
-63,270
-19% -$1.11M 0.03% 580
2023
Q2 		$5.8M Sell
332,331
-21,708
-6% -$358K 0.03% 478
2023
Q1 		$5.71M Buy
354,039
+13,161
+4% +$207K 0.04% 419
2022
Q4 		$5.13M Buy
340,878
+75,222
+28% +$1.14M 0.03% 476
2022
Q3 		$3.75M Sell
265,656
-7,746
-3% -$122K 0.03% 525
2022
Q2 		$4.07M Sell
273,402
-14,145
-5% -$229K 0.03% 490
2022
Q1 		$5.16M Buy
287,547
+30,045
+12% +$532K 0.04% 439
2021
Q4 		$4.88M Buy
257,502
+24,192
+10% +$447K 0.04% 450
2021
Q3 		$4.04M Buy
233,310
+21,876
+10% +$390K 0.03% 479
2021
Q2 		$3.66M Buy
211,434
+11,274
+6% +$190K 0.03% 485
2021
Q1 		$3.2M Buy
200,160
+37,434
+23% +$586K 0.03% 488
2020
Q4 		$2.47M Buy
162,726
+40,632
+33% +$581K 0.03% 513
2020
Q3 		$1.64M Buy
122,094
+16,008
+15% +$213K 0.02% 593
2020
Q2 		$1.31M Buy
106,086
+34,296
+48% +$400K 0.02% 632
2020
Q1 		$733K Buy
71,790
+14,688
+26% +$178K 0.01% 718
2019
Q4 		$731K Buy
57,102
+18,162
+47% +$223K 0.01% 853
2019
Q3 		$460K Sell
38,940
-109,116
-74% -$1.29M 0.01% 976
2019
Q2 		$1.73M Buy
148,056
+10,530
+8% +$121K 0.02% 542
2019
Q1 		$1.55M Sell
137,526
-822
-0.6% -$8.91K 0.02% 550
2018
Q4 		$1.38M Sell
138,348
-187,740
-58% -$2.01M 0.02% 545
2018
Q3 		$3.78M Buy
326,088
+105,642
+48% +$1.2M 0.06% 282
2018
Q2 		$2.39M Sell
220,446
-128,430
-37% -$1.38M 0.05% 314
2018
Q1 		$3.67M Buy
348,876
+25,704
+8% +$280K 0.08% 229
2017
Q4 		$3.44M Buy
323,172
+42,000
+15% +$435K 0.07% 243
2017
Q3 		$2.81M Sell
281,172
-313,872
-53% -$3.08M 0.06% 264
2017
Q2 		$5.73M Buy
+595,044
New +$5.68M 0.11% 162

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

MML Investors Services's SCHX Position: Q2 2026 in Review

MML Investors Services increased its Schwab US Large- Cap ETF (SCHX) stake by 46% in Q2 2026, buying an estimated $6.05M and bringing the position to 675,879 shares worth $19.9M. The position accounts for 0.04% of the portfolio, ranked #408.

MML Investors Services first reported a position in SCHX in Q2 2017 and has held it in 37 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MML Investors Services held 675,879 shares of Schwab US Large- Cap ETF worth $19.9M as of Q2 2026.
  • MML Investors Services bought 211,933 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.05M.
  • Schwab US Large- Cap ETF made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #408 holding.
  • MML Investors Services first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.