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Cullen/Frost Bankers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cullen/Frost Bankers’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
2025
Q4 		– Sell
-2,994
Closed -$78.9K – 1522
2025
Q3 		$78.9K Buy
+2,994
New +$76K ﹤0.01% 681

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 $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cullen/Frost Bankers's SCHX Position: Q4 2025 in Review

Cullen/Frost Bankers sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 2,994 shares — an estimated $78.9K sold.

Cullen/Frost Bankers first reported a position in SCHX in Q3 2025 and held it in 1 quarter. The position peaked at $78.9K in Q3 2025. 1,553 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Cullen/Frost Bankers reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 2,994 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $78.9K.
  • Cullen/Frost Bankers first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 1 quarter.
  • Cullen/Frost Bankers's Schwab US Large- Cap ETF position peaked at $78.9K in Q3 2025.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Cullen/Frost Bankers's 13F filing for Q4 2025, filed 6 Feb 2026.