Tompkins Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tompkins Financial’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 Q3	$104K	Buy	3,463 +527	+18%	+$15.8K	0.01%	271
2026 Q2	$86.4K	Buy	2,936 +2,699	+1,139%	+$77.1K	0.01%	284
2026 Q1	$6.08K	Hold	237	–	–	﹤0.01%	479
2025 Q4	$6.38K	Hold	237	–	–	﹤0.01%	475
2025 Q3	$6.24K	Hold	237	–	–	﹤0.01%	469
2025 Q2	$5.79K	Hold	237	–	–	﹤0.01%	471
2025 Q1	$5.23K	Hold	237	–	–	﹤0.01%	484
2024 Q4	$5.49K	Hold	237	–	–	﹤0.01%	464
2024 Q3	$5.36K	Hold	237	–	–	﹤0.01%	513
2024 Q2	$5.08K	Hold	237	–	–	﹤0.01%	520
2024 Q1	$4.9K	Hold	237	–	–	﹤0.01%	550
2023 Q4	$4.46K	Hold	237	–	–	﹤0.01%	556
2023 Q3	$4K	Hold	237	–	–	﹤0.01%	519
2023 Q2	$4.14K	Hold	237	–	–	﹤0.01%	527
2023 Q1	$3.82K	Hold	237	–	–	﹤0.01%	555
2022 Q4	$4K	Buy	+237	New	+$3.59K	﹤0.01%	545
2020 Q3	–	Sell	-192	Closed	-$2K	–	394
2020 Q2	$2K	Hold	192	–	–	﹤0.01%	362
2020 Q1	$2K	Buy	+192	New	+$2.33K	﹤0.01%	390

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Tompkins Financial's SCHX Position: Q3 2026 in Review

Tompkins Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 18% in Q3 2026, buying an estimated $15.8K and bringing the position to 3,463 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #271.

Tompkins Financial first reported a position in SCHX in Q1 2020 and has held it in 18 quarters since. 255 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Tompkins Financial held 3,463 shares of Schwab US Large- Cap ETF worth $104K as of Q3 2026.
Tompkins Financial bought 527 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $15.8K.
Schwab US Large- Cap ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #271 holding.
Tompkins Financial first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 18 quarters since.
255 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.