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Parkside Financial Bank & Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Parkside Financial Bank & 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 		$784K Buy
30,578
+57
+0.2% +$1.53K 0.06% 193
2025
Q4 		$821K Sell
30,521
-508
-2% -$13.6K 0.06% 175
2025
Q3 		$817K Buy
31,029
+54
+0.2% +$1.37K 0.06% 176
2025
Q2 		$757K Sell
30,975
-1,153
-4% -$26.1K 0.08% 181
2025
Q1 		$709K Buy
32,128
+33
+0.1% +$768 0.09% 170
2024
Q4 		$744K Sell
32,095
-899
-3% -$21K 0.1% 152
2024
Q3 		$746K Buy
32,994
+114
+0.3% +$2.48K 0.1% 149
2024
Q2 		$704K Hold
32,880
– – 0.11% 143
2024
Q1 		$680K Sell
32,880
-9
-0% -$177 0.11% 154
2023
Q4 		$618K Buy
32,889
+393
+1% +$6.9K 0.11% 145
2023
Q3 		$548K Buy
32,496
+30
+0.1% +$526 0.13% 127
2023
Q2 		$567K Sell
32,466
-4,716
-13% -$77.9K 0.13% 126
2023
Q1 		$600K Buy
37,182
+5,289
+17% +$83.2K 0.16% 109
2022
Q4 		$480K Sell
31,893
-87
-0.3% -$1.32K 0.14% 122
2022
Q3 		$451K Sell
31,980
-6,291
-16% -$98.7K 0.14% 118
2022
Q2 		$570K Buy
38,271
+6,171
+19% +$100K 0.17% 104
2022
Q1 		$577K Buy
32,100
+23,544
+275% +$417K 0.15% 100
2021
Q4 		$162K Hold
8,556
– – 0.04% 266
2021
Q3 		$148K Hold
8,556
– – 0.04% 249
2021
Q2 		$148K Hold
8,556
– – 0.04% 251
2021
Q1 		$137K Hold
8,556
– – 0.04% 261
2020
Q4 		$130K Hold
8,556
– – 0.04% 266
2020
Q3 		$115K Hold
8,556
– – 0.04% 269
2020
Q2 		$106K Hold
8,556
– – 0.03% 297
2020
Q1 		$87K Hold
8,556
– – 0.03% 285
2019
Q4 		$110K Hold
8,556
– – 0.03% 279
2019
Q3 		$101K Hold
8,556
– – 0.03% 278
2019
Q2 		$100K Sell
8,556
-144
-2% -$1.65K 0.03% 274
2019
Q1 		$98K Buy
8,700
+144
+2% +$1.56K 0.03% 262
2018
Q4 		$85K Hold
8,556
– – 0.03% 270
2018
Q3 		$99K Hold
8,556
– – 0.03% 256
2018
Q2 		$93K Hold
8,556
– – 0.03% 253
2018
Q1 		$90K Hold
8,556
– – 0.03% 250
2017
Q4 		$91K Hold
8,556
– – 0.03% 249
2017
Q3 		$86K Hold
8,556
– – 0.03% 247
2017
Q2 		$82K Hold
8,556
– – 0.03% 242
2017
Q1 		$80K Hold
8,556
– – 0.03% 242
2016
Q4 		$76K Hold
8,556
– – 0.03% 259
2016
Q3 		$74K Hold
8,556
– – 0.03% 286
2016
Q2 		$71K Hold
8,556
– – 0.03% 275
2016
Q1 		$70K Hold
8,556
– – 0.04% 271
2015
Q4 		$69K Hold
8,556
– – 0.03% 271
2015
Q3 		$65K Buy
+8,556
New +$69.2K 0.04% 262

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 $1.54B AUM 16.9% 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

Parkside Financial Bank & Trust's SCHX Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 0.19% in Q1 2026, buying an estimated $1.53K and bringing the position to 30,578 shares worth $784K. The position accounts for 0.06% of the portfolio, ranked #193.

Parkside Financial Bank & Trust first reported a position in SCHX in Q3 2015 and has held it in 43 quarters since. The position peaked at $821K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Parkside Financial Bank & Trust held 30,578 shares of Schwab US Large- Cap ETF worth $784K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 57 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.53K.
  • Schwab US Large- Cap ETF made up 0.06% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #193 holding.
  • Parkside Financial Bank & Trust first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Schwab US Large- Cap ETF position peaked at $821K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.