Diversified Enterprises’s Schwab US Large- Cap ETF SCHX Stock Holding History

Diversified Enterprises’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	$554M	Buy	18,816,940 +631,296	+3%	+$18M	26.79%	1
2026 Q1	$466M	Buy	18,185,644 +1,223,479	+7%	+$32.8M	25.53%	1
2025 Q4	$456M	Buy	16,962,165 +480,959	+3%	+$12.8M	27.15%	1
2025 Q3	$434M	Buy	16,481,206 +220,302	+1%	+$5.59M	29.23%	1
2025 Q2	$397M	Buy	16,260,904 +873,214	+6%	+$19.7M	29.67%	1
2025 Q1	$340M	Buy	15,387,690 +511,948	+3%	+$11.9M	28.6%	1
2024 Q4	$345M	Buy	14,875,742 +2,975,519	+25%	+$69.3M	32.82%	1
2024 Q3	$269M	Buy	+11,900,223	New	+$259M	29.54%	1

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Diversified Enterprises's SCHX Position: Q2 2026 in Review

Diversified Enterprises increased its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q2 2026, buying an estimated $18M and bringing the position to 18,816,940 shares worth $554M. The position accounts for 26.79% of the portfolio, ranked #1.

Diversified Enterprises first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Diversified Enterprises held 18,816,940 shares of Schwab US Large- Cap ETF worth $554M as of Q2 2026.
Diversified Enterprises bought 631,296 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18M.
Schwab US Large- Cap ETF made up 26.79% of Diversified Enterprises's portfolio in Q2 2026, its #1 holding.
Diversified Enterprises first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.