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Old Mission Investment Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Old Mission Investment Co’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 		$239K Buy
+8,129
New +$232K 0.05% 145
2026
Q1 		– Sell
-31,870
Closed -$858K – 153
2025
Q4 		$858K Buy
+31,870
New +$851K 0.21% 58

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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

Old Mission Investment Co's SCHX Position: Q2 2026 in Review

Old Mission Investment Co opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 8,129 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: Old Mission Investment Co previously reported a position in SCHX as recently as Q4 2025.

Old Mission Investment Co first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $858K in Q4 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Old Mission Investment Co held 8,129 shares of Schwab US Large- Cap ETF worth $239K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Old Mission Investment Co position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Old Mission Investment Co's portfolio in Q2 2026, its #145 holding.
  • Old Mission Investment Co first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Old Mission Investment Co's Schwab US Large- Cap ETF position peaked at $858K in Q4 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.