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Citizens Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Citizens Financial Group’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 		$1.01M Buy
34,256
+182
+0.5% +$5.2K 0.01% 448
2026
Q1 		$874K Buy
34,074
+2,795
+9% +$75K 0.01% 421
2025
Q4 		$842K Buy
31,279
+14
+0% +$374 0.01% 431
2025
Q3 		$824K Sell
31,265
-1,422
-4% -$36.1K 0.01% 436
2025
Q2 		$799K Buy
32,687
+7,628
+30% +$172K 0.01% 391
2025
Q1 		$553K Buy
25,059
+29
+0.1% +$675 0.01% 401
2024
Q4 		$580K Sell
25,030
-26,426
-51% -$616K 0.01% 369
2024
Q3 		$1.16M Buy
51,456
+22,530
+78% +$491K 0.02% 269
2024
Q2 		$621K Buy
28,926
+17,871
+162% +$369K 0.01% 343
2024
Q1 		$229K Hold
11,055
– – 0.01% 376
2023
Q4 		$208K Buy
+11,055
New +$194K 0.01% 388
2020
Q1 		– Sell
-1,200
Closed -$16K – 1212
2019
Q4 		$16K Buy
1,200
+306
+34% +$3.75K ﹤0.01% 661
2019
Q3 		$11K Buy
894
+246
+38% +$2.9K ﹤0.01% 555
2019
Q2 		$8K Hold
648
– – ﹤0.01% 596
2019
Q1 		$7K Buy
+648
New +$7.02K ﹤0.01% 556
2018
Q1 		– Sell
-26,436
Closed -$281K – 520
2017
Q4 		$281K Buy
+26,436
New +$274K 0.02% 200

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

Citizens Financial Group's SCHX Position: Q2 2026 in Review

Citizens Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.53% in Q2 2026, buying an estimated $5.2K and bringing the position to 34,256 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #448.

Citizens Financial Group first reported a position in SCHX in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.16M in Q3 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Citizens Financial Group held 34,256 shares of Schwab US Large- Cap ETF worth $1.01M as of Q2 2026.
  • Citizens Financial Group bought 182 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.2K.
  • Schwab US Large- Cap ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #448 holding.
  • Citizens Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 16 quarters since.
  • Citizens Financial Group's Schwab US Large- Cap ETF position peaked at $1.16M in Q3 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.