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

MSH Capital 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
Q2 		$240K Buy
8,164
+13
+0.2% +$371 0.04% 282
2026
Q1 		$209K Buy
8,151
+14
+0.2% +$376 0.04% 265
2025
Q4 		$219K Buy
+8,137
New +$217K 0.05% 258
2023
Q4 		– Sell
-11,874
Closed -$200K – 227
2023
Q3 		$200K Buy
11,874
+45
+0.4% +$789 0.08% 207
2023
Q2 		$207K Sell
11,829
-3,513
-23% -$58K 0.08% 205
2023
Q1 		$247K Sell
15,342
-1,950
-11% -$30.7K 0.11% 177
2022
Q4 		$260K Sell
17,292
-3,069
-15% -$46.5K 0.12% 167
2022
Q3 		$287K Buy
20,361
+87
+0.4% +$1.36K 0.14% 147
2022
Q2 		$302K Buy
20,274
+1,584
+8% +$25.7K 0.14% 145
2022
Q1 		$336K Buy
+18,690
New +$331K 0.14% 148

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

MSH Capital Advisors's SCHX Position: Q2 2026 in Review

MSH Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.16% in Q2 2026, buying an estimated $371 and bringing the position to 8,164 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #282.

MSH Capital Advisors first reported a position in SCHX in Q1 2022 and has held it in 10 quarters since. The position peaked at $336K in Q1 2022. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MSH Capital Advisors held 8,164 shares of Schwab US Large- Cap ETF worth $240K as of Q2 2026.
  • MSH Capital Advisors bought 13 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $371.
  • Schwab US Large- Cap ETF made up 0.04% of MSH Capital Advisors's portfolio in Q2 2026, its #282 holding.
  • MSH Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 10 quarters since.
  • MSH Capital Advisors's Schwab US Large- Cap ETF position peaked at $336K in Q1 2022.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.