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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Community Bank's SCHX Position: Q1 2026 in Review

Community Bank held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 4,515 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #232.

Community Bank first reported a position in SCHX in Q4 2014 and has held it in 6 quarters since. The position peaked at $726K in Q4 2014. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Community Bank held 4,515 shares of Schwab US Large- Cap ETF worth $116K as of Q1 2026.
Community Bank left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.01% of Community Bank's portfolio in Q1 2026, its #232 holding.
Community Bank first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 6 quarters since.
Community Bank's Schwab US Large- Cap ETF position peaked at $726K in Q4 2014.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.