Citizens National Bank Trust Department’s Schwab US Large- Cap ETF SCHX Stock Holding History

Citizens National Bank Trust Department’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	$79.1K	Hold	2,688	–	–	0.01%	240
2026 Q1	$68.9K	Hold	2,688	–	–	0.01%	246
2025 Q4	$72.3K	Hold	2,688	–	–	0.01%	234
2025 Q3	$70.8K	Hold	2,688	–	–	0.01%	237
2025 Q2	$65.7K	Hold	2,688	–	–	0.01%	230
2025 Q1	$59.4K	Hold	2,688	–	–	0.01%	233
2024 Q4	$62.3K	Hold	2,688	–	–	0.01%	213
2024 Q3	$60.8K	Sell	2,688 -2,232	-45%	-$48.6K	0.01%	213
2024 Q2	$105K	Hold	4,920	–	–	0.02%	181
2024 Q1	$102K	Buy	+4,920	New	+$96.9K	0.02%	185

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Citizens National Bank Trust Department's SCHX Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 2,688 shares worth $79.1K. The position accounts for 0.01% of the portfolio, ranked #240.

Citizens National Bank Trust Department first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. The position peaked at $105K in Q2 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Citizens National Bank Trust Department held 2,688 shares of Schwab US Large- Cap ETF worth $79.1K as of Q2 2026.
Citizens National Bank Trust Department left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #240 holding.
Citizens National Bank Trust Department first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
Citizens National Bank Trust Department's Schwab US Large- Cap ETF position peaked at $105K in Q2 2024.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.