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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return