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

Community Financial Services 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 		$151K Buy
+5,136
New +$147K 0.02% 148

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Financial Solutions Advisory Group Chicago, Illinois $791M AUM
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Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
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Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Community Financial Services Group's SCHX Position: Q2 2026 in Review

Community Financial Services Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 5,136 shares worth $151K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings.

377 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Community Financial Services Group held 5,136 shares of Schwab US Large- Cap ETF worth $151K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Community Financial Services Group position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #148 holding.
  • 377 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.