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

MONECO 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
Q3 		$1.36M Buy
45,492
+749
+2% +$22.4K 0.08% 220
2026
Q2 		$1.32M Sell
44,743
-210
-0.5% -$6K 0.08% 227
2026
Q1 		$1.15M Sell
44,953
-7,460
-14% -$200K 0.09% 199
2025
Q4 		$1.41M Buy
52,413
+32
+0.1% +$855 0.11% 169
2025
Q3 		$1.38M Sell
52,381
-1,188
-2% -$30.2K 0.12% 164
2025
Q2 		$1.31M Buy
53,569
+702
+1% +$15.9K 0.12% 168
2025
Q1 		$1.17M Sell
52,867
-313
-0.6% -$7.29K 0.12% 164
2024
Q4 		$1.23M Buy
53,180
+16,673
+46% +$389K 0.13% 158
2024
Q3 		$826K Sell
36,507
-16,575
-31% -$361K 0.1% 184
2024
Q2 		$1.14M Sell
53,082
-8,487
-14% -$175K 0.17% 134
2024
Q1 		$1.27M Sell
61,569
-53,475
-46% -$1.05M 0.2% 123
2023
Q4 		$2.16M Buy
115,044
+2,193
+2% +$38.5K 0.41% 65
2023
Q3 		$1.9M Sell
112,851
-8,124
-7% -$143K 0.52% 41
2023
Q2 		$2.11M Sell
120,975
-9,258
-7% -$153K 0.57% 36
2023
Q1 		$2.1M Buy
+130,233
New +$2.05M 0.62% 33

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MONECO Advisors's SCHX Position: Q3 2026 in Review

MONECO Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q3 2026, buying an estimated $22.4K and bringing the position to 45,492 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #220.

MONECO Advisors first reported a position in SCHX in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.16M in Q4 2023. 1,354 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • MONECO Advisors held 45,492 shares of Schwab US Large- Cap ETF worth $1.36M as of Q3 2026.
  • MONECO Advisors bought 749 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $22.4K.
  • Schwab US Large- Cap ETF made up 0.08% of MONECO Advisors's portfolio in Q3 2026, its #220 holding.
  • MONECO Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • MONECO Advisors's Schwab US Large- Cap ETF position peaked at $2.16M in Q4 2023.
  • 1,354 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.