LCNB Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

LCNB Corp’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 Q1	$542K	Hold	21,126	–	–	0.18%	105
2025 Q4	$569K	Hold	21,126	–	–	0.19%	97
2025 Q3	$556K	Hold	21,126	–	–	0.19%	100
2025 Q2	$516K	Hold	21,126	–	–	0.18%	109
2025 Q1	$466K	Hold	21,126	–	–	0.17%	116
2024 Q4	$490K	Hold	21,126	–	–	0.18%	109
2024 Q3	$478K	Hold	21,126	–	–	0.17%	115
2024 Q2	$452K	Hold	21,126	–	–	0.17%	111
2024 Q1	$437K	Hold	21,126	–	–	0.16%	117
2023 Q4	$397K	Hold	21,126	–	–	0.16%	120
2023 Q3	$356K	Hold	21,126	–	–	0.16%	119
2023 Q2	$369K	Hold	21,126	–	–	0.16%	129
2023 Q1	$341K	Hold	21,126	–	–	0.15%	128
2022 Q4	$318K	Hold	21,126	–	–	0.15%	136
2022 Q3	$298K	Buy	+21,126	New	+$331K	0.16%	133

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LCNB Corp's SCHX Position: Q1 2026 in Review

LCNB Corp held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 21,126 shares worth $542K. The position accounts for 0.18% of the portfolio, ranked #105.

LCNB Corp first reported a position in SCHX in Q3 2022 and has held it in 15 quarters since. The position peaked at $569K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

LCNB Corp held 21,126 shares of Schwab US Large- Cap ETF worth $542K as of Q1 2026.
LCNB Corp left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.18% of LCNB Corp's portfolio in Q1 2026, its #105 holding.
LCNB Corp first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 15 quarters since.
LCNB Corp's Schwab US Large- Cap ETF position peaked at $569K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.