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

Washington Trust’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 		$1.38M Buy
46,960
+150
+0.3% +$4.28K 0.04% 138
2026
Q1 		$1.2M Buy
+46,810
New +$1.26M 0.04% 140
2025
Q2 		– Sell
-1,416
Closed -$31.3K – 633
2025
Q1 		$31.3K Hold
1,416
– – ﹤0.01% 473
2024
Q4 		$32.8K Hold
1,416
– – ﹤0.01% 503
2024
Q3 		$32K Hold
1,416
– – ﹤0.01% 517
2024
Q2 		$30.3K Sell
1,416
-1,290
-48% -$26.7K ﹤0.01% 517
2024
Q1 		$56K Sell
2,706
-9
-0.3% -$177 ﹤0.01% 441
2023
Q4 		$51K Hold
2,715
– – ﹤0.01% 423
2023
Q3 		$45.8K Hold
2,715
– – ﹤0.01% 403
2023
Q2 		$47.4K Hold
2,715
– – ﹤0.01% 427
2023
Q1 		$43.8K Hold
2,715
– – ﹤0.01% 434
2022
Q4 		$40.9K Buy
2,715
+1,425
+110% +$21.6K ﹤0.01% 431
2022
Q3 		$18K Sell
1,290
-72
-5% -$1.13K ﹤0.01% 562
2022
Q2 		$20K Hold
1,362
– – ﹤0.01% 548
2022
Q1 		$24K Buy
+1,362
New +$24.1K ﹤0.01% 543
2020
Q2 		– Sell
-6,858
Closed -$70K – 978
2020
Q1 		$70K Buy
+6,858
New +$83.3K ﹤0.01% 349

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Washington Trust's SCHX Position: Q2 2026 in Review

Washington Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 0.32% in Q2 2026, buying an estimated $4.28K and bringing the position to 46,960 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #138.

Washington Trust first reported a position in SCHX in Q1 2020 and has held it in 16 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Washington Trust held 46,960 shares of Schwab US Large- Cap ETF worth $1.38M as of Q2 2026.
  • Washington Trust bought 150 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.28K.
  • Schwab US Large- Cap ETF made up 0.04% of Washington Trust's portfolio in Q2 2026, its #138 holding.
  • Washington Trust first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 16 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.