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 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

DiNuzzo Private Wealth's SCHX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 1,093 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

DiNuzzo Private Wealth first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 700 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

DiNuzzo Private Wealth held 1,093 shares of Schwab US Large- Cap ETF worth $32.2K as of Q2 2026.
DiNuzzo Private Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #169 holding.
DiNuzzo Private Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
700 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.