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

Mutual 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 		$6.1M Sell
237,826
-904
-0.4% -$24.3K 0.13% 159
2025
Q4 		$6.42M Sell
238,730
-676
-0.3% -$18.1K 0.14% 150
2025
Q3 		$6.36M Buy
239,406
+1,923
+0.8% +$48.8K 0.14% 154
2025
Q2 		$5.99M Buy
237,483
+1,753
+0.7% +$39.6K 0.15% 148
2025
Q1 		$5.13M Buy
235,730
+422
+0.2% +$9.82K 0.15% 143
2024
Q4 		$5.53M Sell
235,308
-473,943
-67% -$11M 0.16% 121
2024
Q3 		$5.4M Buy
709,251
+484,449
+216% +$10.6M 0.16% 130
2024
Q2 		$4.83M Sell
224,802
-819
-0.4% -$16.9K 0.15% 140
2024
Q1 		$4.67M Sell
225,621
-3,777
-2% -$74.4K 0.15% 137
2023
Q4 		$4.31M Buy
229,398
+1,374
+0.6% +$24.1K 0.15% 146
2023
Q3 		$3.85M Buy
228,024
+38,259
+20% +$671K 0.15% 139
2023
Q2 		$3.31M Buy
189,765
+142,854
+305% +$2.36M 0.13% 166
2023
Q1 		$756K Buy
46,911
+1,890
+4% +$29.7K 0.03% 505
2022
Q4 		$678K Sell
45,021
-6,138
-12% -$92.9K 0.03% 513
2022
Q3 		$722K Buy
51,159
+27,663
+118% +$434K 0.04% 460
2022
Q2 		$350K Buy
23,496
+2,355
+11% +$38.2K 0.02% 631
2022
Q1 		$379K Sell
21,141
-1,707
-7% -$30.2K 0.02% 651
2021
Q4 		$433K Buy
22,848
+1,848
+9% +$34.1K 0.02% 620
2021
Q3 		$364K Sell
21,000
-270,966
-93% -$4.83M 0.02% 654
2021
Q2 		$5.06M Buy
291,966
+270,990
+1,292% +$4.57M 0.3% 77
2021
Q1 		$336K Buy
20,976
+888
+4% +$13.9K 0.02% 600
2020
Q4 		$305K Buy
20,088
+252
+1% +$3.61K 0.02% 599
2020
Q3 		$267K Sell
19,836
-168
-0.8% -$2.23K 0.02% 566
2020
Q2 		$247K Sell
20,004
-264
-1% -$3.08K 0.02% 548
2020
Q1 		$207K Buy
20,268
+2,556
+14% +$31K 0.03% 496
2019
Q4 		$227K Buy
+17,712
New +$217K 0.02% 535

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mutual Advisors's SCHX Position: Q1 2026 in Review

Mutual Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.38% in Q1 2026, selling an estimated $24.3K and leaving 237,826 shares worth $6.1M. The position accounts for 0.13% of the portfolio, ranked #159.

Mutual Advisors first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.42M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Mutual Advisors held 237,826 shares of Schwab US Large- Cap ETF worth $6.1M as of Q1 2026.
  • Mutual Advisors sold 904 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $24.3K.
  • Schwab US Large- Cap ETF made up 0.13% of Mutual Advisors's portfolio in Q1 2026, its #159 holding.
  • Mutual Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Mutual Advisors's Schwab US Large- Cap ETF position peaked at $6.42M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.