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DHJJ Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

DHJJ Financial Advisors’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 		$438K Buy
14,869
+1
+0% +$29 0.13% 125
2026
Q1 		$381K Buy
14,868
+1
+0% +$27 0.13% 127
2025
Q4 		$400K Buy
14,867
+1
+0% +$27 0.13% 120
2025
Q3 		$392K Sell
14,866
-419
-3% -$10.6K 0.13% 118
2025
Q2 		$374K Sell
15,285
-1,299
-8% -$29.4K 0.13% 118
2025
Q1 		$366K Sell
16,584
-2,617
-14% -$60.9K 0.15% 115
2024
Q4 		$445K Sell
19,201
-869
-4% -$20.3K 0.17% 101
2024
Q3 		$454K Hold
20,070
– – 0.18% 99
2024
Q2 		$430K Sell
20,070
-1,926
-9% -$39.8K 0.18% 98
2024
Q1 		$455K Sell
21,996
-1,197
-5% -$23.6K 0.2% 88
2023
Q4 		$436K Sell
23,193
-7,113
-23% -$125K 0.2% 85
2023
Q3 		$511K Buy
30,306
+30
+0.1% +$526 0.26% 71
2023
Q2 		$529K Buy
30,276
+30
+0.1% +$495 0.28% 75
2023
Q1 		$488K Buy
30,246
+30
+0.1% +$472 0.26% 77
2022
Q4 		$455K Buy
30,216
+36
+0.1% +$545 0.26% 80
2022
Q3 		$426K Buy
30,180
+33
+0.1% +$518 0.25% 80
2022
Q2 		$449K Buy
30,147
+30
+0.1% +$486 0.25% 81
2022
Q1 		$542K Buy
30,117
+21
+0.1% +$372 0.26% 77
2021
Q4 		$571K Buy
30,096
+24
+0.1% +$443 0.27% 72
2021
Q3 		$521K Buy
30,072
+30
+0.1% +$535 0.27% 72
2021
Q2 		$521K Sell
30,042
-1,314
-4% -$22.2K 0.28% 67
2021
Q1 		$499K Buy
31,356
+3,084
+11% +$48.3K 0.29% 64
2020
Q4 		$429K Buy
+28,272
New +$405K 0.27% 68

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

DHJJ Financial Advisors's SCHX Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, buying an estimated $29 and bringing the position to 14,869 shares worth $438K. The position accounts for 0.13% of the portfolio, ranked #125.

DHJJ Financial Advisors first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $571K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • DHJJ Financial Advisors held 14,869 shares of Schwab US Large- Cap ETF worth $438K as of Q2 2026.
  • DHJJ Financial Advisors bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.13% of DHJJ Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Schwab US Large- Cap ETF position peaked at $571K in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.