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

Truist 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
Q1 		$19.5M Buy
758,980
+15,523
+2% +$416K 0.03% 414
2025
Q4 		$20M Sell
743,457
-4,971
-0.7% -$133K 0.03% 410
2025
Q3 		$19.7M Sell
748,428
-183,607
-20% -$4.66M 0.03% 414
2025
Q2 		$22.8M Buy
932,035
+87,052
+10% +$1.97M 0.03% 367
2025
Q1 		$18.7M Sell
844,983
-44,304
-5% -$1.03M 0.03% 401
2024
Q4 		$20.6M Buy
889,287
+52,524
+6% +$1.22M 0.03% 382
2024
Q3 		$18.9M Sell
836,763
-39,039
-4% -$851K 0.03% 411
2024
Q2 		$18.8M Sell
875,802
-19,719
-2% -$407K 0.03% 422
2024
Q1 		$18.5M Sell
895,521
-822,000
-48% -$16.2M 0.03% 444
2023
Q4 		$32.3M Sell
1,717,521
-464,946
-21% -$8.17M 0.05% 300
2023
Q3 		$36.8M Sell
2,182,467
-117,315
-5% -$2.06M 0.06% 276
2023
Q2 		$40.1M Sell
2,299,782
-86,676
-4% -$1.43M 0.07% 256
2023
Q1 		$38.5M Buy
2,386,458
+39,747
+2% +$625K 0.07% 262
2022
Q4 		$35.3M Sell
2,346,711
-152,889
-6% -$2.31M 0.06% 278
2022
Q3 		$35.3M Sell
2,499,600
-69,528
-3% -$1.09M 0.07% 254
2022
Q2 		$38.2M Sell
2,569,128
-76,299
-3% -$1.24M 0.07% 255
2022
Q1 		$47.5M Sell
2,645,427
-101,175
-4% -$1.79M 0.08% 242
2021
Q4 		$52.1M Sell
2,746,602
-76,338
-3% -$1.41M 0.08% 238
2021
Q3 		$48.9M Sell
2,822,940
-75,288
-3% -$1.34M 0.08% 236
2021
Q2 		$50.2M Sell
2,898,228
-31,404
-1% -$530K 0.08% 235
2021
Q1 		$46.9M Buy
2,929,632
+503,934
+21% +$7.89M 0.08% 243
2020
Q4 		$36.8M Sell
2,425,698
-506,772
-17% -$7.25M 0.07% 252
2020
Q3 		$39.4M Sell
2,932,470
-184,458
-6% -$2.45M 0.09% 223
2020
Q2 		$38.5M Sell
3,116,928
-102,708
-3% -$1.2M 0.09% 230
2020
Q1 		$32.9M Sell
3,219,636
-66,090
-2% -$803K 0.09% 235
2019
Q4 		$42.1M Buy
+3,285,726
New +$40.3M 0.09% 240

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Truist Financial's SCHX Position: Q1 2026 in Review

Truist Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q1 2026, buying an estimated $416K and bringing the position to 758,980 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #414.

Truist Financial first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $52.1M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Truist Financial held 758,980 shares of Schwab US Large- Cap ETF worth $19.5M as of Q1 2026.
  • Truist Financial bought 15,523 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $416K.
  • Schwab US Large- Cap ETF made up 0.03% of Truist Financial's portfolio in Q1 2026, its #414 holding.
  • Truist Financial first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Schwab US Large- Cap ETF position peaked at $52.1M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.