Muirfield Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Muirfield Wealth 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	$4.6M	Sell	179,336 -1,161	-0.6%	-$31.1K	3.38%	10
2025 Q4	$4.86M	Sell	180,497 -5,584	-3%	-$149K	3.56%	10
2025 Q3	$4.9M	Sell	186,081 -1,666	-0.9%	-$42.3K	3.63%	10
2025 Q2	$4.59M	Sell	187,747 -152,510	-45%	-$3.45M	3.65%	9
2025 Q1	$7.51M	Sell	340,257 -8,040	-2%	-$187K	6.38%	4
2024 Q4	$8.07M	Sell	348,297 -10,698	-3%	-$249K	6.66%	3
2024 Q3	$8.12M	Buy	358,995 +3,822	+1%	+$83.3K	6.9%	3
2024 Q2	$7.61M	Buy	355,173 +5,781	+2%	+$119K	7.14%	3
2024 Q1	$7.23M	Sell	349,392 -6,900	-2%	-$136K	6.96%	3
2023 Q4	$6.7M	Buy	+356,292	New	+$6.26M	7.1%	3

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 $1.54B AUM 16.9% 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

Muirfield Wealth Advisors's SCHX Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.64% in Q1 2026, selling an estimated $31.1K and leaving 179,336 shares worth $4.6M. The position accounts for 3.38% of the portfolio, ranked #10.

Muirfield Wealth Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.12M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Muirfield Wealth Advisors held 179,336 shares of Schwab US Large- Cap ETF worth $4.6M as of Q1 2026.
Muirfield Wealth Advisors sold 1,161 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $31.1K.
Schwab US Large- Cap ETF made up 3.38% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Muirfield Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Schwab US Large- Cap ETF position peaked at $8.12M in Q3 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.