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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
Q2 		$201K Sell
6,815
-1,738
-20% -$49.6K 0.04% 128
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 $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

Capital City Trust's SCHX Position: Q2 2026 in Review

Capital City Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2026, selling an estimated $49.6K and leaving 6,815 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #128.

Capital City Trust first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Capital City Trust held 6,815 shares of Schwab US Large- Cap ETF worth $201K as of Q2 2026.
  • Capital City Trust sold 1,738 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $49.6K.
  • Schwab US Large- Cap ETF made up 0.04% of Capital City Trust's portfolio in Q2 2026, its #128 holding.
  • Capital City Trust first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Capital City Trust's Schwab US Large- Cap ETF position peaked at $230K in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital City Trust's 13F filing for Q2 2026, filed 4 Aug 2026.