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Directional Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Directional Asset 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
Q2 		$1.34M Buy
45,589
+1,422
+3% +$40.6K 1.13% 25
2026
Q1 		$1.13M Buy
44,167
+467
+1% +$12.5K 1.04% 27
2025
Q4 		$1.18M Buy
+43,700
New +$1.17M 1.03% 28

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

Directional Asset Management's SCHX Position: Q2 2026 in Review

Directional Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 3.2% in Q2 2026, buying an estimated $40.6K and bringing the position to 45,589 shares worth $1.34M. The position accounts for 1.13% of the portfolio, ranked #25.

Directional Asset Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Directional Asset Management held 45,589 shares of Schwab US Large- Cap ETF worth $1.34M as of Q2 2026.
  • Directional Asset Management bought 1,422 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $40.6K.
  • Schwab US Large- Cap ETF made up 1.13% of Directional Asset Management's portfolio in Q2 2026, its #25 holding.
  • Directional Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Directional Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.