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Gibson Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gibson Capital’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 		$725K Sell
24,649
-400
-2% -$11.4K 0.12% 32
2026
Q1 		$642K Hold
25,049
– – 0.12% 35
2025
Q4 		$674K Hold
25,049
– – 0.12% 32
2025
Q3 		$660K Sell
25,049
-550
-2% -$14K 0.12% 36
2025
Q2 		$626K Sell
25,599
-12,316
-32% -$278K 0.12% 32
2025
Q1 		$837K Buy
+37,915
New +$883K 0.18% 25

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gibson Capital's SCHX Position: Q2 2026 in Review

Gibson Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q2 2026, selling an estimated $11.4K and leaving 24,649 shares worth $725K. The position accounts for 0.12% of the portfolio, ranked #32.

Gibson Capital first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $837K in Q1 2025. 1,454 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Gibson Capital held 24,649 shares of Schwab US Large- Cap ETF worth $725K as of Q2 2026.
  • Gibson Capital sold 400 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab US Large- Cap ETF made up 0.12% of Gibson Capital's portfolio in Q2 2026, its #32 holding.
  • Gibson Capital first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Gibson Capital's Schwab US Large- Cap ETF position peaked at $837K in Q1 2025.
  • 1,454 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.