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

Dakota 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
Q2 		$3.97M Sell
134,933
-221
-0.2% -$6.31K 0.08% 213
2026
Q1 		$3.47M Sell
135,154
-179,872
-57% -$4.83M 0.08% 212
2025
Q4 		$8.48M Buy
315,026
+182,724
+138% +$4.88M 0.15% 120
2025
Q3 		$3.48M Sell
132,302
-17,765
-12% -$451K 0.07% 189
2025
Q2 		$3.67M Sell
150,067
-18,274
-11% -$413K 0.08% 192
2025
Q1 		$3.72M Sell
168,341
-11,622
-6% -$271K 0.09% 176
2024
Q4 		$4.17M Buy
179,963
+2,936
+2% +$68.4K 0.1% 170
2024
Q3 		$4M Sell
177,027
-11,775
-6% -$257K 0.09% 194
2024
Q2 		$4.05M Buy
188,802
+32,163
+21% +$665K 0.1% 183
2024
Q1 		$3.24M Buy
156,639
+6,591
+4% +$130K 0.08% 206
2023
Q4 		$2.82M Buy
150,048
+8,598
+6% +$151K 0.11% 182
2023
Q3 		$2.39M Buy
141,450
+16,959
+14% +$298K 0.11% 176
2023
Q2 		$2.17M Buy
124,491
+28,479
+30% +$470K 0.1% 165
2023
Q1 		$1.55M Sell
96,012
-6,837
-7% -$108K 0.1% 174
2022
Q4 		$1.55M Buy
102,849
+8,409
+9% +$127K 0.11% 178
2022
Q3 		$1.33M Buy
94,440
+65,628
+228% +$1.03M 0.11% 187
2022
Q2 		$429K Buy
28,812
+222
+0.8% +$3.6K 0.04% 305
2022
Q1 		$513K Buy
+28,590
New +$506K 0.04% 283

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

Dakota Wealth Management's SCHX Position: Q2 2026 in Review

Dakota Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.16% in Q2 2026, selling an estimated $6.31K and leaving 134,933 shares worth $3.97M. The position accounts for 0.08% of the portfolio, ranked #213.

Dakota Wealth Management first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.48M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Dakota Wealth Management held 134,933 shares of Schwab US Large- Cap ETF worth $3.97M as of Q2 2026.
  • Dakota Wealth Management sold 221 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.31K.
  • Schwab US Large- Cap ETF made up 0.08% of Dakota Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Dakota Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Dakota Wealth Management's Schwab US Large- Cap ETF position peaked at $8.48M in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.