MSF
SCHX icon

Mustard Seed Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mustard Seed Financial’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 		$256K Buy
+8,695
New +$248K 0.13% 89
2024
Q4 		– Sell
-12,471
Closed -$282K – 84
2024
Q3 		$282K Buy
12,471
+69
+0.6% +$1.5K 0.23% 71
2024
Q2 		$266K Hold
12,402
– – 0.25% 70
2024
Q1 		$257K Buy
12,402
+36
+0.3% +$709 0.26% 71
2023
Q4 		$232K Buy
+12,366
New +$217K 0.26% 69

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

Mustard Seed Financial's SCHX Position: Q2 2026 in Review

Mustard Seed Financial opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 8,695 shares worth $256K. The stake represents 0.13% of the portfolio and ranks #89 among its holdings. This is a return to the name: Mustard Seed Financial previously reported a position in SCHX as recently as Q3 2024.

Mustard Seed Financial first reported a position in SCHX in Q4 2023 and has held it in 5 quarters since. The position peaked at $282K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mustard Seed Financial held 8,695 shares of Schwab US Large- Cap ETF worth $256K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Mustard Seed Financial position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.13% of Mustard Seed Financial's portfolio in Q2 2026, its #89 holding.
  • Mustard Seed Financial first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Mustard Seed Financial's Schwab US Large- Cap ETF position peaked at $282K in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.