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Missouri Trust & Investment Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Missouri Trust & Investment Company’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 		$4.11M Sell
160,371
-23,014
-13% -$617K 1.21% 14
2025
Q4 		$4.93M Buy
183,385
+2,488
+1% +$66.4K 1.45% 13
2025
Q3 		$4.76M Sell
180,897
-1,942
-1% -$49.3K 1.41% 12
2025
Q2 		$4.47M Sell
182,839
-5,157
-3% -$117K 1.46% 11
2025
Q1 		$4.15M Buy
187,996
+4,948
+3% +$115K 1.46% 10
2024
Q4 		$4.24M Sell
183,048
-8,517
-4% -$199K 1.49% 11
2024
Q3 		$4.33M Sell
191,565
-12,645
-6% -$276K 1.51% 9
2024
Q2 		$4.37M Buy
204,210
+675
+0.3% +$13.9K 1.65% 10
2024
Q1 		$4.21M Sell
203,535
-3,075
-1% -$60.5K 1.62% 10
2023
Q4 		$3.88M Sell
206,610
-930
-0.4% -$16.3K 1.57% 10
2023
Q3 		$3.5M Buy
207,540
+3,894
+2% +$68.3K 1.58% 8
2023
Q2 		$3.55M Sell
203,646
-390
-0.2% -$6.44K 2% 8
2023
Q1 		$3.29M Sell
204,036
-8,082
-4% -$127K 2.13% 8
2022
Q4 		$3.19M Sell
212,118
-13,059
-6% -$198K 1.92% 7
2022
Q3 		$3.18M Buy
225,177
+60
+0% +$941 2.08% 8
2022
Q2 		$3.35M Buy
225,117
+8,799
+4% +$143K 2.19% 7
2022
Q1 		$3.88M Sell
216,318
-3,300
-2% -$58.4K 2.28% 6
2021
Q4 		$4.17M Buy
+219,618
New +$4.06M 2.41% 6

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 $5.27B AUM 19.34% 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

Missouri Trust & Investment Company's SCHX Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q1 2026, selling an estimated $617K and leaving 160,371 shares worth $4.11M. The position accounts for 1.21% of the portfolio, ranked #14.

Missouri Trust & Investment Company first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.93M in Q4 2025. 1,538 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Missouri Trust & Investment Company held 160,371 shares of Schwab US Large- Cap ETF worth $4.11M as of Q1 2026.
  • Missouri Trust & Investment Company sold 23,014 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $617K.
  • Schwab US Large- Cap ETF made up 1.21% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #14 holding.
  • Missouri Trust & Investment Company first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Missouri Trust & Investment Company's Schwab US Large- Cap ETF position peaked at $4.93M in Q4 2025.
  • 1,538 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.