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Atlantic Union Bankshares’s Schwab US Large- Cap ETF SCHX Stock Holding History

Atlantic Union Bankshares’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 		$1.6M Buy
62,275
+417
+0.7% +$11.2K 0.03% 300
2025
Q4 		$1.66M Sell
61,858
-1,791
-3% -$47.8K 0.03% 315
2025
Q3 		$1.68M Buy
63,649
+25
+0% +$635 0.03% 314
2025
Q2 		$1.55M Buy
+63,624
New +$1.44M 0.04% 274

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

Atlantic Union Bankshares's SCHX Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Schwab US Large- Cap ETF (SCHX) stake by 0.67% in Q1 2026, buying an estimated $11.2K and bringing the position to 62,275 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #300.

Atlantic Union Bankshares first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Atlantic Union Bankshares held 62,275 shares of Schwab US Large- Cap ETF worth $1.6M as of Q1 2026.
  • Atlantic Union Bankshares bought 417 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $11.2K.
  • Schwab US Large- Cap ETF made up 0.03% of Atlantic Union Bankshares's portfolio in Q1 2026, its #300 holding.
  • Atlantic Union Bankshares first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's Schwab US Large- Cap ETF position peaked at $1.68M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.