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

Blue Trust Inc’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 		$623K Sell
21,165
-1,156
-5% -$33K 0.01% 415
2026
Q1 		$572K Sell
22,321
-253
-1% -$6.79K 0.01% 444
2025
Q4 		$607K Sell
22,574
-1,071
-5% -$28.6K 0.01% 419
2025
Q3 		$623K Buy
23,645
+4,415
+23% +$112K 0.01% 419
2025
Q2 		$470K Sell
19,230
-14
-0.1% -$317 0.01% 472
2025
Q1 		$425K Sell
19,244
-3,838
-17% -$89.3K 0.01% 453
2024
Q4 		$535K Buy
23,082
+2,118
+10% +$49.4K 0.01% 359
2024
Q3 		$449K Sell
20,964
-576
-3% -$12.6K 0.01% 513
2024
Q2 		$446K Hold
21,540
– – 0.01% 421
2024
Q1 		$446K Sell
21,540
-17,970
-45% -$354K 0.01% 293
2023
Q4 		$667K Buy
39,510
+16,755
+74% +$294K 0.01% 206
2023
Q3 		$397K Sell
22,755
-1,959
-8% -$34.4K 0.01% 290
2023
Q2 		$398K Buy
24,714
+3,771
+18% +$62.3K 0.01% 262
2023
Q1 		$315K Sell
20,943
-6,981
-25% -$110K 0.01% 393
2022
Q4 		$394K Sell
27,924
-2,298
-8% -$34.8K 0.01% 296
2022
Q3 		$450K Buy
30,222
+9,540
+46% +$150K 0.01% 217
2022
Q2 		$371K Buy
+20,682
New +$335K 0.01% 232

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Blue Trust Inc's SCHX Position: Q2 2026 in Review

Blue Trust Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.2% in Q2 2026, selling an estimated $33K and leaving 21,165 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #415.

Blue Trust Inc first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. The position peaked at $667K in Q4 2023. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Blue Trust Inc held 21,165 shares of Schwab US Large- Cap ETF worth $623K as of Q2 2026.
  • Blue Trust Inc sold 1,156 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $33K.
  • Schwab US Large- Cap ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #415 holding.
  • Blue Trust Inc first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Schwab US Large- Cap ETF position peaked at $667K in Q4 2023.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.