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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
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
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

Midwest Trust's SCHX Position: Q1 2026 in Review

Midwest Trust reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q1 2026, selling an estimated $91.3K and leaving 108,999 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #255.

Midwest Trust first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.32M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Midwest Trust held 108,999 shares of Schwab US Large- Cap ETF worth $2.79M as of Q1 2026.
  • Midwest Trust sold 3,403 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $91.3K.
  • Schwab US Large- Cap ETF made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #255 holding.
  • Midwest Trust first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Schwab US Large- Cap ETF position peaked at $3.32M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.