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

Community 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 		$133K Hold
4,515
– – 0.01% 228
2026
Q1 		$116K Hold
4,515
– – 0.01% 232
2025
Q4 		$121K Hold
4,515
– – 0.01% 233
2025
Q3 		$119K Buy
+4,515
New +$115K 0.01% 229
2015
Q3 		– Sell
-18,450
Closed -$152K – 376
2015
Q2 		$152K Hold
18,450
– – 0.04% 186
2015
Q1 		$152K Sell
18,450
-70,350
-79% -$579K 0.04% 188
2014
Q4 		$726K Buy
+88,800
New +$710K 0.16% 101

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

Community Bank's SCHX Position: Q2 2026 in Review

Community Bank held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 4,515 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #228.

Community Bank first reported a position in SCHX in Q4 2014 and has held it in 7 quarters since. The position peaked at $726K in Q4 2014. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Community Bank held 4,515 shares of Schwab US Large- Cap ETF worth $133K as of Q2 2026.
  • Community Bank left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Community Bank's portfolio in Q2 2026, its #228 holding.
  • Community Bank first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 7 quarters since.
  • Community Bank's Schwab US Large- Cap ETF position peaked at $726K in Q4 2014.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.