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

Trust Company’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	$172K	Buy	5,841 +23	+0.4%	+$657	0.02%	174
2026 Q1	$149K	Buy	5,818 +1,172	+25%	+$31.4K	0.01%	196
2025 Q4	$125K	Buy	4,646 +346	+8%	+$9.24K	0.01%	208
2025 Q3	$113K	Hold	4,300	–	–	0.01%	169
2025 Q2	$105K	Buy	+4,300	New	+$97.2K	0.01%	175

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

Trust Company's SCHX Position: Q2 2026 in Review

Trust Company increased its Schwab US Large- Cap ETF (SCHX) stake by 0.4% in Q2 2026, buying an estimated $657 and bringing the position to 5,841 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #174.

Trust Company first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Trust Company held 5,841 shares of Schwab US Large- Cap ETF worth $172K as of Q2 2026.
Trust Company bought 23 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $657.
Schwab US Large- Cap ETF made up 0.02% of Trust Company's portfolio in Q2 2026, its #174 holding.
Trust Company first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.