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Oakworth Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Oakworth Capital’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 		$399K Buy
13,578
+4,578
+51% +$131K 0.02% 179
2026
Q1 		$231K Hold
9,000
– – 0.01% 227
2025
Q4 		$242K Sell
9,000
-119
-1% -$3.18K 0.01% 222
2025
Q3 		$240K Buy
9,119
+9,000
+7,563% +$229K 0.01% 223
2025
Q2 		$2.91K Buy
+119
New +$2.69K ﹤0.01% 556

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
FC
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

Oakworth Capital's SCHX Position: Q2 2026 in Review

Oakworth Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 51% in Q2 2026, buying an estimated $131K and bringing the position to 13,578 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #179.

Oakworth Capital first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Oakworth Capital held 13,578 shares of Schwab US Large- Cap ETF worth $399K as of Q2 2026.
  • Oakworth Capital bought 4,578 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $131K.
  • Schwab US Large- Cap ETF made up 0.02% of Oakworth Capital's portfolio in Q2 2026, its #179 holding.
  • Oakworth Capital first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.