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Delta Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Delta Investment 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 		$292K Buy
11,405
+1,258
+12% +$33.7K 0.05% 204
2025
Q4 		$273K Buy
10,147
+16
+0.2% +$427 0.05% 223
2025
Q3 		$267K Buy
10,131
+15
+0.1% +$381 0.05% 224
2025
Q2 		$247K Sell
10,116
-718
-7% -$16.2K 0.05% 212
2025
Q1 		$239K Buy
10,834
+749
+7% +$17.4K 0.05% 216
2024
Q4 		$234K Buy
+10,085
New +$235K 0.05% 226

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

Delta Investment Management's SCHX Position: Q1 2026 in Review

Delta Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q1 2026, buying an estimated $33.7K and bringing the position to 11,405 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #204.

Delta Investment Management first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Delta Investment Management held 11,405 shares of Schwab US Large- Cap ETF worth $292K as of Q1 2026.
  • Delta Investment Management bought 1,258 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $33.7K.
  • Schwab US Large- Cap ETF made up 0.05% of Delta Investment Management's portfolio in Q1 2026, its #204 holding.
  • Delta Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.