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

Members 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	$542K	Hold	18,430	–	–	0.02%	86
2026 Q1	$473K	Sell	18,430 -370	-2%	-$9.93K	0.02%	96
2025 Q4	$506K	Hold	18,800	–	–	0.02%	90
2025 Q3	$495K	Hold	18,800	–	–	0.02%	90
2025 Q2	$459K	Hold	18,800	–	–	0.02%	85
2025 Q1	$415K	Buy	18,800 +4,793	+34%	+$112K	0.01%	85
2024 Q4	$325K	Hold	14,007	–	–	0.01%	93
2024 Q3	$317K	Hold	14,007	–	–	0.01%	95
2024 Q2	$300K	Hold	14,007	–	–	0.01%	96
2024 Q1	$290K	Hold	14,007	–	–	0.01%	95
2023 Q4	$264K	Buy	+14,007	New	+$246K	0.01%	99

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Members Trust's SCHX Position: Q2 2026 in Review

Members Trust held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 18,430 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #86.

Members Trust first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 824 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Members Trust held 18,430 shares of Schwab US Large- Cap ETF worth $542K as of Q2 2026.
Members Trust left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of Members Trust's portfolio in Q2 2026, its #86 holding.
Members Trust first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
824 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.