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AMG National Trust Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

AMG National Trust Bank’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 		$2.02M Buy
68,779
+52
+0.1% +$1.49K 0.04% 189
2026
Q1 		$1.76M Buy
68,727
+58
+0.1% +$1.56K 0.04% 242
2025
Q4 		$1.85M Buy
68,669
+1,058
+2% +$28.3K 0.04% 221
2025
Q3 		$1.78M Buy
67,611
+55
+0.1% +$1.4K 0.04% 225
2025
Q2 		$1.65M Buy
67,556
+58
+0.1% +$1.31K 0.04% 223
2025
Q1 		$1.49M Buy
67,498
+59
+0.1% +$1.37K 0.04% 234
2024
Q4 		$1.56M Sell
67,439
-1,048
-2% -$24.4K 0.04% 221
2024
Q3 		$1.55M Buy
68,487
+18,153
+36% +$396K 0.04% 233
2024
Q2 		$1.08M Hold
50,334
– – 0.03% 286
2024
Q1 		$1.04M Buy
50,334
+66
+0.1% +$1.3K 0.03% 286
2023
Q4 		$945K Buy
50,268
+81
+0.2% +$1.42K 0.03% 279
2023
Q3 		$846K Buy
50,187
+78
+0.2% +$1.37K 0.03% 291
2023
Q2 		$875K Sell
50,109
-9,369
-16% -$155K 0.03% 288
2023
Q1 		$959K Buy
59,478
+6,624
+13% +$104K 0.03% 288
2022
Q4 		$795K Buy
52,854
+87
+0.2% +$1.32K 0.03% 300
2022
Q3 		$745K Buy
52,767
+87
+0.2% +$1.36K 0.03% 303
2022
Q2 		$856K Sell
52,680
-6,297
-11% -$102K 0.03% 280
2022
Q1 		$1.06M Buy
58,977
+3,177
+6% +$56.2K 0.03% 255
2021
Q4 		$1.06M Buy
55,800
+60
+0.1% +$1.11K 0.03% 269
2021
Q3 		$966K Buy
55,740
+96
+0.2% +$1.71K 0.03% 285
2021
Q2 		$964K Buy
55,644
+21,780
+64% +$367K 0.03% 285
2021
Q1 		$542K Sell
33,864
-1,500
-4% -$23.5K 0.02% 336
2020
Q4 		$536K Sell
35,364
-600
-2% -$8.59K 0.02% 339
2020
Q3 		$483K Hold
35,964
– – 0.02% 321
2020
Q2 		$444K Buy
+35,964
New +$419K 0.02% 332

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

AMG National Trust Bank's SCHX Position: Q2 2026 in Review

AMG National Trust Bank increased its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q2 2026, buying an estimated $1.49K and bringing the position to 68,779 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #189.

AMG National Trust Bank first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • AMG National Trust Bank held 68,779 shares of Schwab US Large- Cap ETF worth $2.02M as of Q2 2026.
  • AMG National Trust Bank bought 52 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.49K.
  • Schwab US Large- Cap ETF made up 0.04% of AMG National Trust Bank's portfolio in Q2 2026, its #189 holding.
  • AMG National Trust Bank first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.