M&T Bank
SCHX icon

M&T Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

M&T Bank’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 		$351K Sell
13,700
-13,992
-51% -$375K ﹤0.01% 1294
2025
Q4 		$745K Sell
27,692
-81
-0.3% -$2.16K ﹤0.01% 965
2025
Q3 		$732K Sell
27,773
-3,000
-10% -$76.2K ﹤0.01% 870
2025
Q2 		$752K Sell
30,773
-4,002
-12% -$90.5K ﹤0.01% 926
2025
Q1 		$768K Buy
34,775
+11,228
+48% +$261K ﹤0.01% 909
2024
Q4 		$546K Buy
23,547
+204
+0.9% +$4.75K ﹤0.01% 1131
2024
Q3 		$528K Hold
23,343
– – ﹤0.01% 1144
2024
Q2 		$500K Sell
23,343
-5,166
-18% -$107K ﹤0.01% 1122
2024
Q1 		$590K Hold
28,509
– – ﹤0.01% 1079
2023
Q4 		$536K Sell
28,509
-4,476
-14% -$78.6K ﹤0.01% 1101
2023
Q3 		$556K Sell
32,985
-14,448
-30% -$253K ﹤0.01% 1041
2023
Q2 		$828K Sell
47,433
-837
-2% -$13.8K ﹤0.01% 935
2023
Q1 		$778K Buy
48,270
+8,709
+22% +$137K ﹤0.01% 950
2022
Q4 		$595K Buy
39,561
+9
+0% +$136 ﹤0.01% 1041
2022
Q3 		$559K Buy
39,552
+5,745
+17% +$90.1K ﹤0.01% 1049
2022
Q2 		$322K Buy
33,807
+11,427
+51% +$185K ﹤0.01% 1157
2022
Q1 		$402K Hold
22,380
– – ﹤0.01% 1082
2021
Q4 		$425K Hold
22,380
– – ﹤0.01% 1099
2021
Q3 		$388K Sell
22,380
-2,388
-10% -$42.6K ﹤0.01% 1123
2021
Q2 		$429K Hold
24,768
– – ﹤0.01% 1101
2021
Q1 		$396K Buy
24,768
+1,266
+5% +$19.8K ﹤0.01% 1102
2020
Q4 		$356K Hold
23,502
– – ﹤0.01% 1243
2020
Q3 		$316K Buy
23,502
+282
+1% +$3.75K ﹤0.01% 1210
2020
Q2 		$287K Sell
23,220
-10,380
-31% -$121K ﹤0.01% 1211
2020
Q1 		$343K Sell
33,600
-3,256,398
-99% -$39.6M ﹤0.01% 1051
2019
Q4 		$25.6M Buy
3,289,998
+3,256,398
+9,692% +$39.9M 0.12% 118
2019
Q3 		$397K Hold
33,600
– – ﹤0.01% 1055
2019
Q2 		$393K Hold
33,600
– – ﹤0.01% 1098
2019
Q1 		$379K Hold
33,600
– – ﹤0.01% 1099
2018
Q4 		$334K Buy
33,600
+9,990
+42% +$107K ﹤0.01% 1076
2018
Q3 		$274K Buy
23,610
+390
+2% +$4.43K ﹤0.01% 1275
2018
Q2 		$252K Buy
+23,220
New +$250K ﹤0.01% 1307

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

M&T Bank's SCHX Position: Q1 2026 in Review

M&T Bank reduced its Schwab US Large- Cap ETF (SCHX) stake by 51% in Q1 2026, selling an estimated $375K and leaving 13,700 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

M&T Bank first reported a position in SCHX in Q2 2018 and has held it in 32 quarters since. The position peaked at $25.6M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • M&T Bank held 13,700 shares of Schwab US Large- Cap ETF worth $351K as of Q1 2026.
  • M&T Bank sold 13,992 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $375K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of M&T Bank's portfolio in Q1 2026, its #1294 holding.
  • M&T Bank first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • M&T Bank's Schwab US Large- Cap ETF position peaked at $25.6M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.