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Arbor Trust Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Arbor Trust Wealth Advisors’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
Q1 		$7.03M Sell
274,068
-830
-0.3% -$22.3K 3.09% 8
2025
Q4 		$7.4M Sell
274,898
-4,393
-2% -$117K 3.24% 8
2025
Q3 		$7.36M Buy
279,291
+12,218
+5% +$310K 3.31% 9
2025
Q2 		$6.53M Sell
267,073
-37,012
-12% -$837K 3.19% 8
2025
Q1 		$6.71M Buy
304,085
+18,138
+6% +$422K 3.15% 8
2024
Q4 		$6.63M Sell
285,947
-1,978
-0.7% -$46.1K 3.11% 8
2024
Q3 		$6.19M Hold
287,925
– – 3.25% 8
2024
Q2 		$6.19M Sell
287,925
-1,470
-0.5% -$30.4K 3.25% 8
2024
Q1 		$5.89M Sell
289,395
-3,171
-1% -$62.4K 3.23% 8
2023
Q4 		$5.5M Sell
292,566
-7,323
-2% -$129K 3.27% 8
2023
Q3 		$5.06M Sell
299,889
-21,690
-7% -$381K 3.33% 8
2023
Q2 		$5.61M Sell
321,579
-6,822
-2% -$113K 3.57% 8
2023
Q1 		$5.29M Sell
328,401
-7,719
-2% -$121K 3.48% 8
2022
Q4 		$5.06M Buy
336,120
+4,758
+1% +$72K 3.49% 8
2022
Q3 		$4.68M Buy
331,362
+11,748
+4% +$184K 3.56% 8
2022
Q2 		$4.76M Sell
319,614
-363
-0.1% -$5.88K 3.32% 8
2022
Q1 		$5.74M Sell
319,977
-36,435
-10% -$645K 3.45% 6
2021
Q4 		$6.76M Sell
356,412
-6,912
-2% -$128K 3.9% 6
2021
Q3 		$6.3M Sell
363,324
-9,300
-2% -$166K 3.93% 5
2021
Q2 		$6.46M Sell
372,624
-59,790
-14% -$1.01M 4.05% 5
2021
Q1 		$6.92M Sell
432,414
-128,880
-23% -$2.02M 4.62% 4
2020
Q4 		$8.51M Sell
561,294
-13,686
-2% -$196K 6.18% 1
2020
Q3 		$7.73M Buy
574,980
+3,558
+0.6% +$47.3K 6.69% 1
2020
Q2 		$7.06M Buy
571,422
+10,500
+2% +$122K 6.38% 1
2020
Q1 		$5.73M Buy
560,922
+2,076
+0.4% +$25.2K 6.05% 1
2019
Q4 		$7.15M Buy
+558,846
New +$6.85M 6.12% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Arbor Trust Wealth Advisors's SCHX Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.3% in Q1 2026, selling an estimated $22.3K and leaving 274,068 shares worth $7.03M. The position accounts for 3.09% of the portfolio, ranked #8.

Arbor Trust Wealth Advisors first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.51M in Q4 2020. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Arbor Trust Wealth Advisors held 274,068 shares of Schwab US Large- Cap ETF worth $7.03M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 830 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $22.3K.
  • Schwab US Large- Cap ETF made up 3.09% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Arbor Trust Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Schwab US Large- Cap ETF position peaked at $8.51M in Q4 2020.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.