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 Q3	$175K	Buy	5,844 +3	+0.1%	+$90	0.02%	185
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

FFA

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

SWM

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

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Trust Company's SCHX Position: Q3 2026 in Review

Trust Company increased its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q3 2026, buying an estimated $90 and bringing the position to 5,844 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #185.

Trust Company first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Trust Company held 5,844 shares of Schwab US Large- Cap ETF worth $175K as of Q3 2026.
Trust Company bought 3 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $90.
Schwab US Large- Cap ETF made up 0.02% of Trust Company's portfolio in Q3 2026, its #185 holding.
Trust Company first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.