MIM
SCHX icon

Moseley Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Moseley Investment Management’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 		$586K Sell
22,841
-700
-3% -$18.8K 0.19% 81
2025
Q4 		$633K Hold
23,541
– – 0.2% 82
2025
Q3 		$620K Sell
23,541
-400
-2% -$10.2K 0.19% 83
2025
Q2 		$585K Sell
23,941
-500
-2% -$11.3K 0.2% 83
2025
Q1 		$540K Sell
24,441
-1,632
-6% -$38K 0.21% 82
2024
Q4 		$604K Hold
26,073
– – 0.24% 82
2024
Q3 		$590K Sell
26,073
-489
-2% -$10.7K 0.24% 82
2024
Q2 		$569K Sell
26,562
-96
-0.4% -$1.98K 0.26% 77
2024
Q1 		$551K Sell
26,658
-105
-0.4% -$2.07K 0.27% 81
2023
Q4 		$503K Hold
26,763
– – 0.28% 83
2023
Q3 		$451K Buy
26,763
+999
+4% +$17.5K 0.27% 86
2023
Q2 		$450K Sell
25,764
-1,101
-4% -$18.2K 0.26% 87
2023
Q1 		$433K Buy
26,865
+3
+0% +$47 0.28% 85
2022
Q4 		$404K Sell
26,862
-219
-0.8% -$3.31K 0.29% 85
2022
Q3 		$382K Sell
27,081
-1,986
-7% -$31.2K 0.28% 88
2022
Q2 		$433K Buy
29,067
+10,443
+56% +$169K 0.3% 87
2022
Q1 		$334K Sell
18,624
-1,620
-8% -$28.7K 0.18% 124
2021
Q4 		$384K Buy
20,244
+6
+0% +$111 0.17% 125
2021
Q3 		$355K Hold
20,238
– – 0.18% 121
2021
Q2 		$351K Sell
20,238
-1,368
-6% -$23.1K 0.17% 123
2021
Q1 		$346K Sell
21,606
-1,080
-5% -$16.9K 0.19% 113
2020
Q4 		$344K Sell
22,686
-2,322
-9% -$33.2K 0.2% 109
2020
Q3 		$336K Buy
25,008
+18
+0.1% +$239 0.24% 97
2020
Q2 		$309K Sell
24,990
-3,576
-13% -$41.7K 0.26% 98
2020
Q1 		$292K Buy
+28,566
New +$347K 0.34% 80
2019
Q4 		– Sell
-28,518
Closed -$337K – 128
2019
Q3 		$337K Buy
28,518
+12
+0% +$141 0.35% 84
2019
Q2 		$333K Sell
28,506
-1,716
-6% -$19.7K 0.31% 93
2019
Q1 		$341K Buy
+30,222
New +$327K 0.35% 84

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Moseley Investment Management's SCHX Position: Q1 2026 in Review

Moseley Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q1 2026, selling an estimated $18.8K and leaving 22,841 shares worth $586K. The position accounts for 0.19% of the portfolio, ranked #81.

Moseley Investment Management first reported a position in SCHX in Q1 2019 and has held it in 28 quarters since. The position peaked at $633K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Moseley Investment Management held 22,841 shares of Schwab US Large- Cap ETF worth $586K as of Q1 2026.
  • Moseley Investment Management sold 700 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $18.8K.
  • Schwab US Large- Cap ETF made up 0.19% of Moseley Investment Management's portfolio in Q1 2026, its #81 holding.
  • Moseley Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Moseley Investment Management's Schwab US Large- Cap ETF position peaked at $633K in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.