City State Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

City State Bank’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	$55.3K	Hold	1,878	–	–	0.01%	346
2026 Q1	$48.2K	Hold	1,878	–	–	0.01%	360
2025 Q4	$50.5K	Hold	1,878	–	–	0.01%	348
2025 Q3	$49.5K	Hold	1,878	–	–	0.01%	347
2025 Q2	$45.9K	Hold	1,878	–	–	0.01%	348
2025 Q1	$41.5K	Hold	1,878	–	–	0.01%	361
2024 Q4	$43.5K	Hold	1,878	–	–	0.02%	343
2024 Q3	$42.5K	Buy	+1,878	New	+$40.9K	0.02%	349
2023 Q3	–	Sell	-300	Closed	-$5K	–	707
2023 Q2	$5K	Sell	300 -300	-50%	-$4.95K	﹤0.01%	566
2023 Q1	$10K	Hold	600	–	–	0.01%	469
2022 Q4	$9K	Hold	600	–	–	0.01%	462
2022 Q3	$8K	Hold	600	–	–	0.01%	471
2022 Q2	$9K	Hold	600	–	–	0.01%	459
2022 Q1	$11K	Buy	+600	New	+$10.6K	0.01%	458

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

City State Bank's SCHX Position: Q2 2026 in Review

City State Bank held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 1,878 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #346.

City State Bank first reported a position in SCHX in Q1 2022 and has held it in 14 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

City State Bank held 1,878 shares of Schwab US Large- Cap ETF worth $55.3K as of Q2 2026.
City State Bank left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of City State Bank's portfolio in Q2 2026, its #346 holding.
City State Bank first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 14 quarters since.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.