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Peapack-Gladstone Financial Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Peapack-Gladstone Financial Corp’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 		$16.4M Buy
557,918
+5,906
+1% +$169K 0.19% 124
2026
Q1 		$14.2M Buy
552,012
+23,537
+4% +$631K 0.18% 131
2025
Q4 		$14.2M Sell
528,475
-1,574
-0.3% -$42K 0.18% 128
2025
Q3 		$14M Sell
530,049
-21,598
-4% -$548K 0.18% 125
2025
Q2 		$13.5M Buy
551,647
+63,315
+13% +$1.43M 0.19% 129
2025
Q1 		$10.8M Buy
488,332
+20,444
+4% +$476K 0.16% 140
2024
Q4 		$10.8M Buy
467,888
+23,024
+5% +$537K 0.16% 138
2024
Q3 		$10.1M Buy
444,864
+15,378
+4% +$335K 0.15% 151
2024
Q2 		$9.2M Buy
429,486
+27,894
+7% +$576K 0.14% 155
2024
Q1 		$8.31M Buy
401,592
+81,948
+26% +$1.61M 0.13% 167
2023
Q4 		$6.01M Buy
319,644
+85,113
+36% +$1.49M 0.1% 188
2023
Q3 		$3.96M Buy
234,531
+24,609
+12% +$432K 0.07% 221
2023
Q2 		$3.66M Buy
209,922
+4,611
+2% +$76.1K 0.07% 238
2023
Q1 		$3.31M Buy
205,311
+4,026
+2% +$63.4K 0.06% 248
2022
Q4 		$3.03M Buy
201,285
+1,581
+0.8% +$23.9K 0.06% 259
2022
Q3 		$2.82M Buy
199,704
+13,311
+7% +$209K 0.06% 260
2022
Q2 		$2.77M Buy
186,393
+8,091
+5% +$131K 0.06% 240
2022
Q1 		$3.2M Buy
178,302
+1,866
+1% +$33K 0.06% 237
2021
Q4 		$3.35M Buy
176,436
+1,746
+1% +$32.3K 0.06% 230
2021
Q3 		$3.03M Buy
174,690
+5,232
+3% +$93.3K 0.06% 230
2021
Q2 		$2.94M Buy
169,458
+16,014
+10% +$270K 0.07% 211
2021
Q1 		$2.46M Buy
153,444
+125,424
+448% +$1.96M 0.06% 225
2020
Q4 		$424K Buy
28,020
+3,330
+13% +$47.7K 0.01% 315
2020
Q3 		$332K Hold
24,690
– – 0.01% 310
2020
Q2 		$305K Buy
24,690
+1,950
+9% +$22.7K 0.01% 314
2020
Q1 		$232K Buy
+22,740
New +$276K 0.01% 325

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SCHX Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, buying an estimated $169K and bringing the position to 557,918 shares worth $16.4M. The position accounts for 0.19% of the portfolio, ranked #124.

Peapack-Gladstone Financial Corp first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 557,918 shares of Schwab US Large- Cap ETF worth $16.4M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 5,906 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $169K.
  • Schwab US Large- Cap ETF made up 0.19% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #124 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.