Disciplined Investors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Disciplined Investors’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	$770K	Sell	30,043 -474	-2%	-$12.7K	0.46%	57
2025 Q4	$821K	Sell	30,517 -675	-2%	-$18K	0.54%	53
2025 Q3	$822K	Sell	31,192 -151	-0.5%	-$3.83K	0.58%	45
2025 Q2	$766K	Sell	31,343 -417	-1%	-$9.43K	0.6%	46
2025 Q1	$701K	Sell	31,760 -260	-0.8%	-$6.05K	0.63%	42
2024 Q4	$738K	Buy	+32,020	New	+$746K	0.71%	40

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Disciplined Investors's SCHX Position: Q1 2026 in Review

Disciplined Investors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q1 2026, selling an estimated $12.7K and leaving 30,043 shares worth $770K. The position accounts for 0.46% of the portfolio, ranked #57.

Disciplined Investors first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $822K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Disciplined Investors held 30,043 shares of Schwab US Large- Cap ETF worth $770K as of Q1 2026.
Disciplined Investors sold 474 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $12.7K.
Schwab US Large- Cap ETF made up 0.46% of Disciplined Investors's portfolio in Q1 2026, its #57 holding.
Disciplined Investors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Disciplined Investors's Schwab US Large- Cap ETF position peaked at $822K in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.