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Mosaic Family Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mosaic Family Wealth Partners’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 		$3.43M Buy
116,484
+307
+0.3% +$8.77K 0.23% 70
2026
Q1 		$2.98M Buy
116,177
+4,692
+4% +$126K 0.3% 45
2025
Q4 		$3M Sell
111,485
-11,146
-9% -$298K 0.33% 43
2025
Q3 		$3.22M Buy
122,631
+1,519
+1% +$38.6K 0.38% 36
2025
Q2 		$2.96M Buy
121,112
+1,514
+1% +$34.2K 0.38% 35
2025
Q1 		$2.64M Sell
119,598
-4,489
-4% -$104K 0.38% 34
2024
Q4 		$2.88M Sell
124,087
-2,498
-2% -$58.2K 0.41% 32
2024
Q3 		$2.86M Sell
126,585
-4,500
-3% -$98K 0.42% 32
2024
Q2 		$2.81M Hold
131,085
– – 0.45% 32
2024
Q1 		$2.71M Sell
131,085
-8,154
-6% -$161K 0.45% 30
2023
Q4 		$2.62M Sell
139,239
-7,752
-5% -$136K 0.45% 32
2023
Q3 		$2.48M Hold
146,991
– – 0.5% 29
2023
Q2 		$2.57M Sell
146,991
-6,138
-4% -$101K 0.5% 30
2023
Q1 		$2.47M Sell
153,129
-354
-0.2% -$5.57K 0.52% 27
2022
Q4 		$2.31M Buy
+153,483
New +$2.32M 0.65% 28

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Mosaic Family Wealth Partners's SCHX Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $8.77K and bringing the position to 116,484 shares worth $3.43M. The position accounts for 0.23% of the portfolio, ranked #70.

Mosaic Family Wealth Partners first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mosaic Family Wealth Partners held 116,484 shares of Schwab US Large- Cap ETF worth $3.43M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 307 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.77K.
  • Schwab US Large- Cap ETF made up 0.23% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Mosaic Family Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.