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

Midwest 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	$3.29M	Buy	109,635 +636	+0.6%	+$19.1K	0.04%	244
2026 Q2	$3.21M	Hold	108,999	–	–	0.04%	250
2026 Q1	$2.79M	Sell	108,999 -3,403	-3%	-$91.3K	0.03%	255
2025 Q4	$3.02M	Sell	112,402 -145	-0.1%	-$3.87K	0.04%	249
2025 Q3	$2.96M	Sell	112,547 -23,476	-17%	-$596K	0.04%	249
2025 Q2	$3.32M	Buy	+136,023	New	+$3.08M	0.05%	239

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Midwest Trust's SCHX Position: Q3 2026 in Review

Midwest Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 0.58% in Q3 2026, buying an estimated $19.1K and bringing the position to 109,635 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #244.

Midwest Trust first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.32M in Q2 2025. 1,120 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Midwest Trust held 109,635 shares of Schwab US Large- Cap ETF worth $3.29M as of Q3 2026.
Midwest Trust bought 636 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $19.1K.
Schwab US Large- Cap ETF made up 0.04% of Midwest Trust's portfolio in Q3 2026, its #244 holding.
Midwest Trust first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Schwab US Large- Cap ETF position peaked at $3.32M in Q2 2025.
1,120 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.