Bank of Ann Arbor’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bank of Ann Arbor’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 Q3	$37.7K	Buy	+1,257	New	+$37.7K	0.01%	327

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Bank of Ann Arbor's SCHX Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 1,257 shares worth $37.7K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Bank of Ann Arbor held 1,257 shares of Schwab US Large- Cap ETF worth $37.7K as of Q3 2026.
Schwab US Large- Cap ETF was a new Bank of Ann Arbor position in Q3 2026.
Schwab US Large- Cap ETF made up 0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #327 holding.
1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.