DiNuzzo Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

DiNuzzo Private Wealth’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 Q3	$12.4K	Sell	415 -678	-62%	-$20.3K	﹤0.01%	264
2026 Q2	$32.2K	Hold	1,093	–	–	﹤0.01%	169
2026 Q1	$28K	Hold	1,093	–	–	﹤0.01%	169
2025 Q4	$29.4K	Hold	1,093	–	–	﹤0.01%	161
2025 Q3	$27.9K	Buy	1,093 +415	+61%	+$10.5K	﹤0.01%	164
2025 Q2	$16.6K	Hold	678	–	–	﹤0.01%	207
2025 Q1	$15K	Hold	678	–	–	﹤0.01%	199
2024 Q4	$15.7K	Hold	678	–	–	﹤0.01%	192
2024 Q3	$15.3K	Hold	678	–	–	﹤0.01%	204
2024 Q2	$14.5K	Buy	+678	New	+$14K	﹤0.01%	162

Other funds holding SCHX

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

DiNuzzo Private Wealth's SCHX Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 62% in Q3 2026, selling an estimated $20.3K and leaving 415 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

DiNuzzo Private Wealth first reported a position in SCHX in Q2 2024 and has held it in 10 quarters since. The position peaked at $32.2K in Q2 2026. 724 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

DiNuzzo Private Wealth held 415 shares of Schwab US Large- Cap ETF worth $12.4K as of Q3 2026.
DiNuzzo Private Wealth sold 678 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $20.3K.
Schwab US Large- Cap ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #264 holding.
DiNuzzo Private Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's Schwab US Large- Cap ETF position peaked at $32.2K in Q2 2026.
724 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.