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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MSH Capital Advisors's SCHX Position: Q1 2026 in Review

MSH Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.17% in Q1 2026, buying an estimated $376 and bringing the position to 8,151 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #265.

MSH Capital Advisors first reported a position in SCHX in Q1 2022 and has held it in 9 quarters since. The position peaked at $336K in Q1 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

MSH Capital Advisors held 8,151 shares of Schwab US Large- Cap ETF worth $209K as of Q1 2026.
MSH Capital Advisors bought 14 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $376.
Schwab US Large- Cap ETF made up 0.04% of MSH Capital Advisors's portfolio in Q1 2026, its #265 holding.
MSH Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 9 quarters since.
MSH Capital Advisors's Schwab US Large- Cap ETF position peaked at $336K in Q1 2022.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.