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DDD Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

DDD Partners’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 		$511K Sell
17,364
-251
-1% -$7.17K 0.03% 111
2026
Q1 		$452K Sell
17,615
-154
-0.9% -$4.13K 0.03% 101
2025
Q4 		$478K Sell
17,769
-80
-0.4% -$2.14K 0.03% 97
2025
Q3 		$470K Sell
17,849
-492
-3% -$12.5K 0.03% 96
2025
Q2 		$448K Sell
18,341
-588
-3% -$13.3K 0.05% 84
2025
Q1 		$418K Hold
18,929
– – 0.05% 76
2024
Q4 		$439K Sell
18,929
-3,163
-14% -$73.7K 0.05% 74
2024
Q3 		$500K Buy
22,092
+3,165
+17% +$69K 0.05% 71
2024
Q2 		$405K Sell
18,927
-1,635
-8% -$33.8K 0.05% 77
2024
Q1 		$425K Sell
20,562
-282
-1% -$5.55K 0.05% 72
2023
Q4 		$392K Sell
20,844
-717
-3% -$12.6K 0.05% 69
2023
Q3 		$369K Buy
21,561
+204
+1% +$3.58K 0.05% 71
2023
Q2 		$373K Sell
21,357
-153,099
-88% -$2.53M 0.05% 70
2023
Q1 		$2.81M Buy
174,456
+8,205
+5% +$129K 0.44% 41
2022
Q4 		$2.5M Buy
166,251
+432
+0.3% +$6.54K 0.4% 39
2022
Q3 		$2.34M Buy
165,819
+4,683
+3% +$73.5K 0.42% 39
2022
Q2 		$2.4M Buy
161,136
+8,274
+5% +$134K 0.42% 39
2022
Q1 		$2.74M Buy
152,862
+8,664
+6% +$153K 0.38% 38
2021
Q4 		$2.73M Buy
144,198
+5,238
+4% +$96.8K 0.37% 45
2021
Q3 		$2.41M Buy
138,960
+1,074
+0.8% +$19.2K 0.36% 46
2021
Q2 		$2.39M Buy
137,886
+14,004
+11% +$236K 0.36% 44
2021
Q1 		$1.98M Buy
123,882
+6,246
+5% +$97.9K 0.34% 46
2020
Q4 		$1.78M Buy
117,636
+13,086
+13% +$187K 0.35% 39
2020
Q3 		$1.41M Buy
104,550
+2,532
+2% +$33.6K 0.37% 31
2020
Q2 		$1.26M Buy
+102,018
New +$1.19M 0.36% 27

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

DDD Partners's SCHX Position: Q2 2026 in Review

DDD Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q2 2026, selling an estimated $7.17K and leaving 17,364 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #111.

DDD Partners first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.81M in Q1 2023. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • DDD Partners held 17,364 shares of Schwab US Large- Cap ETF worth $511K as of Q2 2026.
  • DDD Partners sold 251 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.17K.
  • Schwab US Large- Cap ETF made up 0.03% of DDD Partners's portfolio in Q2 2026, its #111 holding.
  • DDD Partners first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • DDD Partners's Schwab US Large- Cap ETF position peaked at $2.81M in Q1 2023.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.