First County Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

First County 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 Q2	$511K	Sell	17,370 -920	-5%	-$26.3K	0.24%	100
2026 Q1	$469K	Sell	18,290 -2,131	-10%	-$57.2K	0.25%	103
2025 Q4	$550K	Sell	20,421 -400	-2%	-$10.7K	0.29%	96
2025 Q3	$548K	Sell	20,821 -550	-3%	-$14K	0.28%	97
2025 Q2	$522K	Sell	21,371 -900	-4%	-$20.3K	0.28%	99
2025 Q1	$492K	Sell	22,271 -810	-4%	-$18.9K	0.27%	100
2024 Q4	$535K	Sell	23,081 -919	-4%	-$21.4K	0.3%	89
2024 Q3	$543K	Sell	24,000 -3,678	-13%	-$80.1K	0.27%	100
2024 Q2	$593K	Sell	27,678 -936	-3%	-$19.3K	0.3%	89
2024 Q1	$592K	Sell	28,614 -1,800	-6%	-$35.4K	0.29%	98
2023 Q4	$572K	Sell	30,414 -300	-1%	-$5.27K	0.28%	102
2023 Q3	$518K	Sell	30,714 -852	-3%	-$14.9K	0.27%	102
2023 Q2	$551K	Sell	31,566 -1,500	-5%	-$24.8K	0.27%	105
2023 Q1	$533K	Sell	33,066 -414	-1%	-$6.51K	0.26%	108
2022 Q4	$504K	Buy	+33,480	New	+$507K	0.24%	105

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

First County Bank's SCHX Position: Q2 2026 in Review

First County Bank reduced its Schwab US Large- Cap ETF (SCHX) stake by 5% in Q2 2026, selling an estimated $26.3K and leaving 17,370 shares worth $511K. The position accounts for 0.24% of the portfolio, ranked #100.

First County Bank first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $593K in Q2 2024. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

First County Bank held 17,370 shares of Schwab US Large- Cap ETF worth $511K as of Q2 2026.
First County Bank sold 920 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $26.3K.
Schwab US Large- Cap ETF made up 0.24% of First County Bank's portfolio in Q2 2026, its #100 holding.
First County Bank first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
First County Bank's Schwab US Large- Cap ETF position peaked at $593K in Q2 2024.
415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.