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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
Q3 		$10.8M Buy
360,828
+111
+0% +$3.33K 0.59% 32
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Legacy Private Trust's SCHX Position: Q3 2026 in Review

Legacy Private Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q3 2026, buying an estimated $3.33K and bringing the position to 360,828 shares worth $10.8M. The position accounts for 0.59% of the portfolio, ranked #32.

Legacy Private Trust first reported a position in SCHX in Q1 2020 and has held it in 27 quarters since. 163 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Legacy Private Trust held 360,828 shares of Schwab US Large- Cap ETF worth $10.8M as of Q3 2026.
  • Legacy Private Trust bought 111 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $3.33K.
  • Schwab US Large- Cap ETF made up 0.59% of Legacy Private Trust's portfolio in Q3 2026, its #32 holding.
  • Legacy Private Trust first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • 163 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.