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SouthState Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

SouthState 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 		$1.9M Sell
64,475
-29,265
-31% -$836K 0.08% 157
2026
Q1 		$2.4M Sell
93,740
-2,786
-3% -$74.7K 0.11% 141
2025
Q4 		$2.6M Sell
96,526
-13,369
-12% -$357K 0.12% 127
2025
Q3 		$2.89M Sell
109,895
-224,870
-67% -$5.71M 0.13% 118
2025
Q2 		$8.18M Sell
334,765
-72,775
-18% -$1.65M 0.36% 71
2025
Q1 		$9M Buy
407,540
+407,186
+115,024% +$9.48M 0.41% 68
2024
Q4 		$8.21K Hold
354
– – ﹤0.01% 514
2024
Q3 		$8.01K Hold
354
– – ﹤0.01% 492
2024
Q2 		$7.58K Hold
354
– – ﹤0.01% 508
2024
Q1 		$7.32K Hold
354
– – ﹤0.01% 524
2023
Q4 		$6.66K Buy
+354
New +$6.22K ﹤0.01% 487

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

SouthState Corp's SCHX Position: Q2 2026 in Review

SouthState Corp reduced its Schwab US Large- Cap ETF (SCHX) stake by 31% in Q2 2026, selling an estimated $836K and leaving 64,475 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #157.

SouthState Corp first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $9M in Q1 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SouthState Corp held 64,475 shares of Schwab US Large- Cap ETF worth $1.9M as of Q2 2026.
  • SouthState Corp sold 29,265 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $836K.
  • Schwab US Large- Cap ETF made up 0.08% of SouthState Corp's portfolio in Q2 2026, its #157 holding.
  • SouthState Corp first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • SouthState Corp's Schwab US Large- Cap ETF position peaked at $9M in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.