TCTC Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

TCTC Holdings’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	–	Sell	-39	Closed	-$1.05K	–	514
2025 Q4	$1.05K	Hold	39	–	–	﹤0.01%	590
2025 Q3	$1.03K	Hold	39	–	–	﹤0.01%	587
2025 Q2	$953	Hold	39	–	–	﹤0.01%	621
2025 Q1	$861	Hold	39	–	–	﹤0.01%	660
2024 Q4	$904	Hold	39	–	–	﹤0.01%	690
2024 Q3	$882	Hold	39	–	–	﹤0.01%	501
2024 Q2	$835	Buy	+39	New	+$806	﹤0.01%	512

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

TCTC Holdings's SCHX Position: Q1 2026 in Review

TCTC Holdings sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 39 shares — an estimated $1.05K sold.

TCTC Holdings first reported a position in SCHX in Q2 2024 and held it in 7 quarters. The position peaked at $1.05K in Q4 2025. 1,542 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

TCTC Holdings reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 39 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.05K.
TCTC Holdings first reported a position in Schwab US Large- Cap ETF in Q2 2024 and held it in 7 quarters.
TCTC Holdings's Schwab US Large- Cap ETF position peaked at $1.05K in Q4 2025.
1,542 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.