SCHX Schwab US Large-cap Etf Large Cap

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported Schwab US Large-cap Etf Large Cap (SCHX) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2024 Q2. The latest visible filing shows SCHX at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in Schwab US Large-cap Etf Large Cap, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHX was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held SCHX — position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 18,290 -2,131 -10.4% 0.25% $469K 2026-05-15 (Est.) $25.86
2025 Q4 REDUCED 20,421 -400 -1.9% 0.29% $550K 2026-01-14 $27.19
2025 Q3 REDUCED 20,821 -550 -2.6% 0.28% $548K 2025-10-08 $26.50
2025 Q2 REDUCED 21,371 -900 -4.0% 0.28% $522K 2025-07-17 $24.68
2025 Q1 REDUCED 22,271 -810 -3.5% 0.27% $492K 2025-04-07 $19.66
2024 Q4 ADDED 23,081 +15,081 +188.5% 0.30% $535K 2025-01-07 $22.97
2024 Q3 REDUCED 8,000 -1,226 -13.3% 0.27% $543K 2024-11-12 $23.23
2024 Q2 REDUCED 9,226 -312 -3.3% 0.30% $593K 2024-08-15 $21.34
2024 Q1 REDUCED 9,538 -600 -5.9% 0.29% $592K 2024-05-14 $20.19
2023 Q4 REDUCED 10,138 -100 -1.0% 0.28% $572K 2024-02-14 $19.19
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and SCHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning SCHX?

First County Bank /CT/ reported SCHX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHX position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for SCHX was 0.30% in 2024 Q2.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 18,290 shares, equal to 0.25% of portfolio, with an estimated market value of $469K.

What does the chart on this SCHX ownership page compare?

The chart compares First County Bank /CT/'s quarterly SCHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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