DAGCO Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

DAGCO Inc’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	$654K	Hold	22,236	–	–	0.12%	71
2026 Q1	$570K	Buy	22,236 +17,736	+394%	+$476K	0.12%	70
2025 Q4	$121K	Hold	4,500	–	–	0.03%	121
2025 Q3	$119K	Hold	4,500	–	–	0.03%	124
2025 Q2	$110K	Hold	4,500	–	–	0.03%	122
2025 Q1	$99.4K	Buy	+4,500	New	+$105K	0.03%	117
2024 Q4	–	Sell	-4,500	Closed	-$102K	–	180
2024 Q3	$102K	Sell	4,500 -489	-10%	-$10.7K	0.04%	98
2024 Q2	$107K	Buy	4,989 +2,439	+96%	+$50.4K	0.05%	94
2024 Q1	$52.8K	Buy	+2,550	New	+$50.2K	0.02%	121

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

DAGCO Inc's SCHX Position: Q2 2026 in Review

DAGCO Inc held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 22,236 shares worth $654K. The position accounts for 0.12% of the portfolio, ranked #71.

DAGCO Inc first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

DAGCO Inc held 22,236 shares of Schwab US Large- Cap ETF worth $654K as of Q2 2026.
DAGCO Inc left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.12% of DAGCO Inc's portfolio in Q2 2026, its #71 holding.
DAGCO Inc first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.