Manning & Napier Group's SCHX Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 1,693 shares of Schwab U.S. Large-Cap ETF (SCHX) worth $44,594, representing 0.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Manning & Napier Group has initiated a new position in SCHX, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 405 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Schwab US Large-Cap ETF (SCHX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Large-Cap ETF (SCHX) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +1,288 | New Buy | 1,288 | $24.46 |
| Q3 2025 | +405 | Add 31.44% | 1,693 | $26.34 |
Manning & Napier Group's Schwab US Large-Cap ETF Investment FAQs
Manning & Napier Group first purchased Schwab U.S. Large-Cap ETF (SCHX) in Q2 2025, acquiring 1,288 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Schwab U.S. Large-Cap ETF (SCHX) for 2 quarters since Q2 2025.
Manning & Napier Group's largest addition to Schwab U.S. Large-Cap ETF (SCHX) was in Q2 2025, adding 1,288 shares worth $31,504.
According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 1,693 shares of Schwab U.S. Large-Cap ETF (SCHX), valued at approximately $44,594.
As of the Q3 2025 filing, Schwab U.S. Large-Cap ETF (SCHX) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Schwab U.S. Large-Cap ETF (SCHX) was 1,693 shares, as reported at the end of Q3 2025.