Pioneer Trust Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pioneer Trust Bank’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	$654K	Hold	22,222	–	–	0.15%	60
2026 Q1	$570K	Hold	22,222	–	–	0.14%	58
2025 Q4	$598K	Hold	22,222	–	–	0.14%	56
2025 Q3	$585K	Buy	22,222 +4,222	+23%	+$107K	0.14%	54
2025 Q2	$440K	Hold	18,000	–	–	0.11%	61
2025 Q1	$397K	Hold	18,000	–	–	0.1%	61
2024 Q4	$417K	Hold	18,000	–	–	0.11%	58
2024 Q3	$407K	Hold	18,000	–	–	0.1%	58
2024 Q2	$386K	Hold	18,000	–	–	0.1%	58
2024 Q1	$372K	Hold	18,000	–	–	0.1%	60
2023 Q4	$338K	Hold	18,000	–	–	0.1%	58
2023 Q3	$304K	Hold	18,000	–	–	0.1%	61
2023 Q2	$314K	Hold	18,000	–	–	0.09%	63
2023 Q1	$290K	Hold	18,000	–	–	0.09%	68
2022 Q4	$271K	Buy	+18,000	New	+$272K	0.08%	69

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Pioneer Trust Bank's SCHX Position: Q2 2026 in Review

Pioneer Trust Bank held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 22,222 shares worth $654K. The position accounts for 0.15% of the portfolio, ranked #60.

Pioneer Trust Bank first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Pioneer Trust Bank held 22,222 shares of Schwab US Large- Cap ETF worth $654K as of Q2 2026.
Pioneer Trust Bank left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.15% of Pioneer Trust Bank's portfolio in Q2 2026, its #60 holding.
Pioneer Trust Bank first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Pioneer Trust Bank's 13F filing for Q2 2026, filed 23 Jul 2026.