Trust Company of Vermont’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trust Company of Vermont’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
2025 Q4	$24.1K	Hold	894	–	–	﹤0.01%	714
2025 Q3	$23.5K	Buy	894 +825	+1,196%	+$20.9K	﹤0.01%	714
2025 Q2	$1.69K	Hold	69	–	–	﹤0.01%	1014
2025 Q1	$1.52K	Buy	69 +54	+360%	+$1.26K	﹤0.01%	955
2024 Q4	$348	Buy	+15	New	+$350	﹤0.01%	1013

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Trust Company of Vermont's SCHX Position: Q4 2025 in Review

Trust Company of Vermont held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2025 at 894 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Trust Company of Vermont first reported a position in SCHX in Q4 2024 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Trust Company of Vermont held 894 shares of Schwab US Large- Cap ETF worth $24.1K as of Q4 2025.
Trust Company of Vermont left its Schwab US Large- Cap ETF share count unchanged in Q4 2025.
Schwab US Large- Cap ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #714 holding.
Trust Company of Vermont first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 5 quarters since.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.