GT
SCHX icon

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

Greenleaf 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 		$835K Sell
28,363
-1,171
-4% -$33.4K 0.01% 405
2026
Q1 		$757K Sell
29,534
-190
-0.6% -$5.1K 0.01% 399
2025
Q4 		$800K Hold
29,724
– – 0.01% 384
2025
Q3 		$783K Sell
29,724
-2,112
-7% -$53.6K 0.01% 396
2025
Q2 		$778K Hold
31,836
– – 0.01% 385
2025
Q1 		$703K Sell
31,836
-3,390
-10% -$78.9K 0.01% 409
2024
Q4 		$817K Buy
35,226
+19,554
+125% +$456K 0.01% 378
2024
Q3 		$354K Sell
15,672
-6,333
-29% -$138K ﹤0.01% 610
2024
Q2 		$471K Buy
22,005
+9,723
+79% +$201K ﹤0.01% 495
2024
Q1 		$254K Hold
12,282
– – ﹤0.01% 660
2023
Q4 		$231K Buy
+12,282
New +$216K ﹤0.01% 672

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Greenleaf Trust's SCHX Position: Q2 2026 in Review

Greenleaf Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q2 2026, selling an estimated $33.4K and leaving 28,363 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #405.

Greenleaf Trust first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Greenleaf Trust held 28,363 shares of Schwab US Large- Cap ETF worth $835K as of Q2 2026.
  • Greenleaf Trust sold 1,171 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $33.4K.
  • Schwab US Large- Cap ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #405 holding.
  • Greenleaf Trust first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.