MA
SCHX icon

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
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 $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 $1.81B AUM 22.3% 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

MONECO Advisors's SCHX Position: Q1 2026 in Review

MONECO Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q1 2026, selling an estimated $200K and leaving 44,953 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #199.

MONECO Advisors first reported a position in SCHX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.16M in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • MONECO Advisors held 44,953 shares of Schwab US Large- Cap ETF worth $1.15M as of Q1 2026.
  • MONECO Advisors sold 7,460 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $200K.
  • Schwab US Large- Cap ETF made up 0.09% of MONECO Advisors's portfolio in Q1 2026, its #199 holding.
  • MONECO Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • MONECO Advisors's Schwab US Large- Cap ETF position peaked at $2.16M in Q4 2023.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.