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Webster Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

Webster Bank’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 		$320K Hold
10,885
– – 0.03% 208
2026
Q1 		$279K Sell
10,885
-620
-5% -$16.6K 0.03% 212
2025
Q4 		$310K Hold
11,505
– – 0.03% 191
2025
Q3 		$303K Sell
11,505
-1,185
-9% -$30.1K 0.03% 183
2025
Q2 		$310K Buy
+12,690
New +$287K 0.03% 185

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

Webster Bank's SCHX Position: Q2 2026 in Review

Webster Bank held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 10,885 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #208.

Webster Bank 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.

  • Webster Bank held 10,885 shares of Schwab US Large- Cap ETF worth $320K as of Q2 2026.
  • Webster Bank left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Webster Bank's portfolio in Q2 2026, its #208 holding.
  • Webster Bank 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 Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.