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Crews Bank & Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Crews Bank & Trust’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 		$168K Hold
5,712
– – 0.02% 242
2026
Q1 		$146K Buy
5,712
+2,713
+90% +$72.8K 0.02% 245
2025
Q4 		$80.7K Sell
2,999
-42
-1% -$1.12K 0.01% 306
2025
Q3 		$80.1K Buy
3,041
+1,991
+190% +$50.6K 0.01% 309
2025
Q2 		$25.7K Buy
+1,050
New +$23.7K ﹤0.01% 422

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

Crews Bank & Trust's SCHX Position: Q2 2026 in Review

Crews Bank & Trust held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 5,712 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #242.

Crews Bank & Trust first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Crews Bank & Trust held 5,712 shares of Schwab US Large- Cap ETF worth $168K as of Q2 2026.
  • Crews Bank & Trust left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #242 holding.
  • Crews Bank & Trust first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.