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Alpine Bank Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Alpine Bank Wealth Management’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 		$55.7K Buy
+1,892
New +$54K 0.01% 250
2025
Q4 		– Sell
-1,892
Closed -$49.8K – 352
2025
Q3 		$49.8K Buy
+1,892
New +$48K 0.01% 237

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Alpine Bank Wealth Management's SCHX Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 1,892 shares worth $55.7K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in SCHX as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in SCHX in Q3 2025 and has held it in 2 quarters since. 1,127 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Alpine Bank Wealth Management held 1,892 shares of Schwab US Large- Cap ETF worth $55.7K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Alpine Bank Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.