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

Capital City 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
Q1 		$219K Hold
8,553
– – 0.05% 109
2025
Q4 		$230K Hold
8,553
– – 0.05% 101
2025
Q3 		$225K Hold
8,553
– – 0.06% 104
2025
Q2 		$209K Buy
+8,553
New +$193K 0.05% 109

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

Capital City Trust's SCHX Position: Q1 2026 in Review

Capital City Trust held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 8,553 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #109.

Capital City Trust first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Capital City Trust held 8,553 shares of Schwab US Large- Cap ETF worth $219K as of Q1 2026.
  • Capital City Trust left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Capital City Trust's portfolio in Q1 2026, its #109 holding.
  • Capital City Trust first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Capital City Trust's Schwab US Large- Cap ETF position peaked at $230K in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Capital City Trust's 13F filing for Q1 2026, filed 1 May 2026.