MFA WEALTH ADVISORS, LLC SCHX holdings history
SCHWAB US LARGE-CAP ETF · CUSIP 808524201 · CIK 1688184
As of 2026-06-30, MFA WEALTH ADVISORS, LLC reported 806.14K SCHX (shares), valued at $23.72M, or 4.05% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 4.42%; reported value increased 19.85%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.05% | 806,137 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 3.90% | 772,020 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 3.99% | 702,149 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 3.87% | 673,406 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 0.00% | 4 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 0.00% | 4 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 0.00% | 4 | $257.00 | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 0.00% | 4 | $271.00 | Shares unchanged; reported value increased 5.45%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 3.87% | 673,406 | $17.74M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 3.99% | 702,149 | $18.89M | Shares increased 4.27%; reported value increased 6.52%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 3.90% | 772,020 | $19.79M | Shares increased 9.95%; reported value increased 4.76%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 4.05% | 806,137 | $23.72M | Shares increased 4.42%; reported value increased 19.85%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.