DP
SCHX icon

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
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 $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

DDD Partners's SCHX Position: Q1 2026 in Review

DDD Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.87% in Q1 2026, selling an estimated $4.13K and leaving 17,615 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #101.

DDD Partners first reported a position in SCHX in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.81M in Q1 2023. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • DDD Partners held 17,615 shares of Schwab US Large- Cap ETF worth $452K as of Q1 2026.
  • DDD Partners sold 154 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $4.13K.
  • Schwab US Large- Cap ETF made up 0.03% of DDD Partners's portfolio in Q1 2026, its #101 holding.
  • DDD Partners first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • DDD Partners's Schwab US Large- Cap ETF position peaked at $2.81M in Q1 2023.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.