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St Louis Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

St Louis 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
Q2 		$6.61M Buy
1,328,539
+4,178
+0.3% +$119K 0.76% 33
2026
Q1 		$34M Buy
1,324,361
+27,066
+2% +$726K 3.96% 8
2025
Q4 		$34.9M Hold
1,297,295
– – 4% 8
2025
Q3 		$34.2M Hold
1,297,295
– – 4.26% 8
2025
Q2 		$31.7M Buy
1,297,295
+244,304
+23% +$5.52M 4.22% 8
2025
Q1 		$23.3M Sell
1,052,991
-14,575
-1% -$339K 3.37% 9
2024
Q4 		$24.7M Buy
1,067,566
+631
+0.1% +$14.7K 3.54% 8
2024
Q3 		$24.1M Buy
1,066,935
+47,454
+5% +$1.03M 3.4% 9
2024
Q2 		$21.8M Buy
1,019,481
+3,384
+0.3% +$69.9K 3.34% 8
2024
Q1 		$21M Sell
1,016,097
-74,034
-7% -$1.46M 3.28% 8
2023
Q4 		$20.5M Buy
1,090,131
+39,714
+4% +$697K 3.53% 7
2023
Q3 		$17.7M Buy
1,050,417
+22,665
+2% +$398K 3.34% 7
2023
Q2 		$17.9M Buy
1,027,752
+496,407
+93% +$8.2M 3.3% 7
2023
Q1 		$8.57M Sell
531,345
-170,901
-24% -$2.69M 1.72% 10
2022
Q4 		$10.6M Buy
702,246
+623,847
+796% +$9.44M 2.25% 8
2022
Q3 		$2.38M Sell
78,399
-326,571
-81% -$5.12M 0.68% 27
2022
Q2 		$6.03M Buy
404,970
+61,434
+18% +$995K 1.3% 18
2022
Q1 		$6.17M Buy
343,536
+60,570
+21% +$1.07M 1.32% 21
2021
Q4 		$5.37M Hold
282,966
– – 1.13% 18
2021
Q3 		$4.91M Hold
282,966
– – 1.29% 15
2021
Q2 		$4.9M Buy
282,966
+126,168
+80% +$2.13M 1.21% 15
2021
Q1 		$2.51M Hold
156,798
– – 0.62% 27
2020
Q4 		$2.38M Hold
156,798
– – 0.69% 24
2020
Q3 		$2.11M Hold
156,798
– – 0.67% 23
2020
Q2 		$1.94M Buy
+156,798
New +$1.83M 0.58% 24

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

St Louis Trust's SCHX Position: Q2 2026 in Review

St Louis Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 0.32% in Q2 2026, buying an estimated $119K and bringing the position to 1,328,539 shares worth $6.61M. The position accounts for 0.76% of the portfolio, ranked #33.

St Louis Trust first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. The position peaked at $34.9M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • St Louis Trust held 1,328,539 shares of Schwab US Large- Cap ETF worth $6.61M as of Q2 2026.
  • St Louis Trust bought 4,178 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $119K.
  • Schwab US Large- Cap ETF made up 0.76% of St Louis Trust's portfolio in Q2 2026, its #33 holding.
  • St Louis Trust first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • St Louis Trust's Schwab US Large- Cap ETF position peaked at $34.9M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on St Louis Trust's 13F filing for Q2 2026, filed 30 Jul 2026.