Arlington Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Arlington Trust’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	$191K	Hold	6,489	–	–	0.02%	119
2026 Q1	$166K	Hold	6,489	–	–	0.01%	115
2025 Q4	$175K	Sell	6,489 -601,080	-99%	-$16.1M	0.02%	99
2025 Q3	$16M	Hold	607,569	–	–	2.88%	8
2025 Q2	$14.8M	Hold	607,569	–	–	2.9%	7
2025 Q1	$13.4M	Buy	607,569 +1,620	+0.3%	+$37.7K	2.84%	7
2024 Q4	$14M	Hold	605,949	–	–	2.95%	7
2024 Q3	$13.7M	Hold	605,949	–	–	2.98%	7
2024 Q2	$13M	Buy	605,949 +921	+0.2%	+$19K	3.05%	7
2024 Q1	$12.5M	Hold	605,028	–	–	3.22%	6
2023 Q4	$11.4M	Buy	+605,028	New	+$10.6M	3.19%	7

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Arlington Trust's SCHX Position: Q2 2026 in Review

Arlington Trust held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 6,489 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #119.

Arlington Trust first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q3 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Arlington Trust held 6,489 shares of Schwab US Large- Cap ETF worth $191K as of Q2 2026.
Arlington Trust left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #119 holding.
Arlington Trust first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's Schwab US Large- Cap ETF position peaked at $16M in Q3 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.