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BlackDiamond Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

BlackDiamond Wealth Management’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
Q1 		$700K Buy
27,308
+1,294
+5% +$34.7K 0.34% 66
2025
Q4 		$712K Buy
26,014
+638
+3% +$17K 0.35% 62
2025
Q3 		$668K Sell
25,376
-792
-3% -$20.1K 0.36% 56
2025
Q2 		$640K Sell
26,168
-811
-3% -$18.3K 0.37% 52
2025
Q1 		$602K Sell
26,979
-2,234
-8% -$52K 0.41% 49
2024
Q4 		$677K Sell
29,213
-52,738
-64% -$1.23M 0.39% 54
2024
Q3 		$646K Buy
81,951
+53,838
+192% +$1.17M 0.39% 58
2024
Q2 		$588K Sell
28,113
-813
-3% -$16.8K 0.39% 62
2024
Q1 		$598K Buy
28,926
+8,937
+45% +$176K 0.43% 59
2023
Q4 		$389K Buy
+19,989
New +$351K 0.29% 80
2023
Q3 		– Sell
-36,501
Closed -$656K – 138
2023
Q2 		$656K Buy
36,501
+18,948
+108% +$313K 0.55% 40
2023
Q1 		$280K Sell
17,553
-27,189
-61% -$428K 0.29% 81
2022
Q4 		$688K Buy
44,742
+28,953
+183% +$438K 0.78% 31
2022
Q3 		$240K Sell
15,789
-6,228
-28% -$97.7K 0.29% 89
2022
Q2 		$344K Buy
+22,017
New +$357K 0.43% 69

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackDiamond Wealth Management's SCHX Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 5% in Q1 2026, buying an estimated $34.7K and bringing the position to 27,308 shares worth $700K. The position accounts for 0.34% of the portfolio, ranked #66.

BlackDiamond Wealth Management first reported a position in SCHX in Q2 2022 and has held it in 15 quarters since. The position peaked at $712K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • BlackDiamond Wealth Management held 27,308 shares of Schwab US Large- Cap ETF worth $700K as of Q1 2026.
  • BlackDiamond Wealth Management bought 1,294 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $34.7K.
  • Schwab US Large- Cap ETF made up 0.34% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #66 holding.
  • BlackDiamond Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • BlackDiamond Wealth Management's Schwab US Large- Cap ETF position peaked at $712K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.