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Black Diamond Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Black Diamond Financial’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 		$23.1M Sell
783,753
-3,780
-0.5% -$108K 2.03% 14
2026
Q1 		$20.2M Sell
787,533
-9,587
-1% -$257K 2.2% 13
2025
Q4 		$21.5M Sell
797,120
-7,502
-0.9% -$200K 2.26% 13
2025
Q3 		$21.2M Buy
804,622
+36,712
+5% +$932K 2.37% 12
2025
Q2 		$18.8M Sell
767,910
-39,984
-5% -$904K 2.91% 9
2025
Q1 		$17.8M Sell
807,894
-10,298
-1% -$240K 2.68% 10
2024
Q4 		$19M Sell
818,192
-6,616
-0.8% -$154K 2.84% 9
2024
Q3 		$18.7M Sell
824,808
-6,303
-0.8% -$137K 3.17% 8
2024
Q2 		$17.8M Sell
831,111
-27,444
-3% -$567K 3.44% 8
2024
Q1 		$16.1M Hold
858,555
– – 4.36% 5
2023
Q4 		$16.1M Sell
858,555
-22,251
-3% -$391K 4.36% 5
2023
Q3 		$14.9M Sell
880,806
-8,289
-0.9% -$145K 4.57% 5
2023
Q2 		$15.5M Sell
889,095
-16,299
-2% -$269K 4.59% 4
2023
Q1 		$14.6M Sell
905,394
-1,329
-0.1% -$20.9K 4.79% 4
2022
Q4 		$13.6M Sell
906,723
-5,235
-0.6% -$79.2K 4.93% 4
2022
Q3 		$12.9M Buy
911,958
+49,458
+6% +$776K 5.19% 4
2022
Q2 		$12.8M Sell
862,500
-5,838
-0.7% -$94.6K 5.06% 5
2022
Q1 		$15.6M Sell
868,338
-101,808
-10% -$1.8M 4.92% 5
2021
Q4 		$18.4M Buy
970,146
+195,954
+25% +$3.62M 6.2% 5
2021
Q3 		$13.4M Sell
774,192
-188,706
-20% -$3.37M 6.45% 4
2021
Q2 		$16.7M Sell
962,898
-12,750
-1% -$215K 6.52% 5
2021
Q1 		$15.6M Buy
975,648
+15,306
+2% +$240K 6.63% 5
2020
Q4 		$14.6M Sell
960,342
-6,702
-0.7% -$95.9K 6.68% 5
2020
Q3 		$13M Buy
967,044
+42,000
+5% +$558K 7.28% 5
2020
Q2 		$11.4M Sell
925,044
-69,924
-7% -$815K 7.46% 4
2020
Q1 		$10.2M Buy
994,968
+69,774
+8% +$847K 7.71% 1
2019
Q4 		$11.8M Buy
925,194
+44,376
+5% +$544K 8.58% 1
2019
Q3 		$10.4M Buy
880,818
+46,152
+6% +$544K 7.65% 2
2019
Q2 		$9.76M Buy
834,666
+3,330
+0.4% +$38.3K 8.32% 2
2019
Q1 		$9.37M Sell
831,336
-25,494
-3% -$276K 8.38% 1
2018
Q4 		$8.17M Buy
+856,830
New +$9.2M 6.44% 3

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

Black Diamond Financial's SCHX Position: Q2 2026 in Review

Black Diamond Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.48% in Q2 2026, selling an estimated $108K and leaving 783,753 shares worth $23.1M. The position accounts for 2.03% of the portfolio, ranked #14.

Black Diamond Financial first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Black Diamond Financial held 783,753 shares of Schwab US Large- Cap ETF worth $23.1M as of Q2 2026.
  • Black Diamond Financial sold 3,780 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $108K.
  • Schwab US Large- Cap ETF made up 2.03% of Black Diamond Financial's portfolio in Q2 2026, its #14 holding.
  • Black Diamond Financial first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.