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 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

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

Tompkins Financial's SCHX Position: Q2 2026 in Review

Tompkins Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 1,139% in Q2 2026, buying an estimated $77.1K and bringing the position to 2,936 shares worth $86.4K. The position accounts for 0.01% of the portfolio, ranked #284.

Tompkins Financial first reported a position in SCHX in Q1 2020 and has held it in 17 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Tompkins Financial held 2,936 shares of Schwab US Large- Cap ETF worth $86.4K as of Q2 2026.
Tompkins Financial bought 2,699 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $77.1K.
Schwab US Large- Cap ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #284 holding.
Tompkins Financial first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 17 quarters since.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.