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

Legacy Private 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 		$10.6M Sell
360,717
-548
-0.2% -$15.6K 0.59% 33
2026
Q1 		$9.26M Buy
361,265
+8,742
+2% +$235K 0.57% 36
2025
Q4 		$9.49M Buy
352,523
+7,326
+2% +$196K 0.56% 35
2025
Q3 		$9.09M Sell
345,197
-13,579
-4% -$345K 0.54% 38
2025
Q2 		$8.77M Buy
358,776
+66,592
+23% +$1.51M 0.57% 39
2025
Q1 		$6.45M Sell
292,184
-21,579
-7% -$502K 0.44% 47
2024
Q4 		$7.27M Buy
313,763
+3,062
+1% +$71.4K 0.48% 45
2024
Q3 		$7.03M Sell
310,701
-15,867
-5% -$346K 0.47% 48
2024
Q2 		$6.99M Sell
326,568
-7,707
-2% -$159K 0.5% 46
2024
Q1 		$6.92M Sell
334,275
-45,585
-12% -$897K 0.51% 47
2023
Q4 		$7.14M Sell
379,860
-4,005
-1% -$70.3K 0.57% 42
2023
Q3 		$6.47M Sell
383,865
-15,948
-4% -$280K 0.56% 44
2023
Q2 		$6.98M Sell
399,813
-12,309
-3% -$203K 0.58% 44
2023
Q1 		$6.64M Buy
412,122
+9,489
+2% +$149K 0.57% 44
2022
Q4 		$6.06M Sell
402,633
-72,549
-15% -$1.1M 0.55% 52
2022
Q3 		$6.71M Buy
475,182
+5,145
+1% +$80.7K 0.64% 39
2022
Q2 		$7M Buy
470,037
+118,647
+34% +$1.92M 0.63% 43
2022
Q1 		$6.31M Buy
351,390
+3,780
+1% +$66.9K 0.49% 57
2021
Q4 		$6.59M Sell
347,610
-11,292
-3% -$209K 0.49% 52
2021
Q3 		$6.22M Buy
358,902
+6,354
+2% +$113K 0.5% 53
2021
Q2 		$6.11M Buy
352,548
+31,638
+10% +$534K 0.52% 52
2021
Q1 		$5.14M Buy
320,910
+1,662
+0.5% +$26K 0.46% 63
2020
Q4 		$4.84M Buy
319,248
+1,458
+0.5% +$20.9K 0.46% 59
2020
Q3 		$4.27M Sell
317,790
-2,970
-0.9% -$39.5K 0.44% 62
2020
Q2 		$3.96M Buy
320,760
+291,060
+980% +$3.39M 0.44% 65
2020
Q1 		$303K Buy
+29,700
New +$361K 0.04% 178

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Legacy Private Trust's SCHX Position: Q2 2026 in Review

Legacy Private Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.15% in Q2 2026, selling an estimated $15.6K and leaving 360,717 shares worth $10.6M. The position accounts for 0.59% of the portfolio, ranked #33.

Legacy Private Trust first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Legacy Private Trust held 360,717 shares of Schwab US Large- Cap ETF worth $10.6M as of Q2 2026.
  • Legacy Private Trust sold 548 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $15.6K.
  • Schwab US Large- Cap ETF made up 0.59% of Legacy Private Trust's portfolio in Q2 2026, its #33 holding.
  • Legacy Private Trust first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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