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First American Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

First American 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 		$219K Buy
+7,440
New +$212K 0.01% 278
2019
Q4 		– Sell
-53,700
Closed -$635K – 144
2019
Q3 		$635K Buy
+53,700
New +$633K 0.13% 82

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

First American Trust's SCHX Position: Q2 2026 in Review

First American Trust opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,440 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: First American Trust previously reported a position in SCHX as recently as Q3 2019.

First American Trust first reported a position in SCHX in Q3 2019 and has held it in 2 quarters since. The position peaked at $635K in Q3 2019. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • First American Trust held 7,440 shares of Schwab US Large- Cap ETF worth $219K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new First American Trust position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of First American Trust's portfolio in Q2 2026, its #278 holding.
  • First American Trust first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 2 quarters since.
  • First American Trust's Schwab US Large- Cap ETF position peaked at $635K in Q3 2019.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.