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Berkshire Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

Berkshire 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 		$213K Buy
+7,245
New +$207K 0.04% 149

Other funds holding SCHX

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Berkshire Bank's SCHX Position: Q2 2026 in Review

Berkshire Bank opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,245 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings.

369 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Berkshire Bank held 7,245 shares of Schwab US Large- Cap ETF worth $213K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Berkshire Bank position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.04% of Berkshire Bank's portfolio in Q2 2026, its #149 holding.
  • 369 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.