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

Diversified Investment Strategies’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 		$359K Sell
12,195
-122
-1% -$3.48K 0.23% 47
2026
Q1 		$316K Hold
12,317
– – 0.2% 48
2025
Q4 		$331K Hold
12,317
– – 0.22% 47
2025
Q3 		$324K Sell
12,317
-750
-6% -$19K 0.21% 46
2025
Q2 		$319K Sell
13,067
-870
-6% -$19.7K 0.22% 46
2025
Q1 		$308K Sell
13,937
-1,290
-8% -$30K 0.21% 44
2024
Q4 		$353K Sell
15,227
-535
-3% -$12.5K 0.23% 43
2024
Q3 		$356K Sell
15,762
-225
-1% -$4.9K 0.24% 42
2024
Q2 		$342K Buy
15,987
+936
+6% +$19.3K 0.24% 41
2024
Q1 		$311K Sell
15,051
-126
-0.8% -$2.48K 0.21% 44
2023
Q4 		$285K Sell
15,177
-1,380
-8% -$24.2K 0.21% 40
2023
Q3 		$279K Sell
16,557
-225
-1% -$3.95K 0.21% 41
2023
Q2 		$293K Sell
16,782
-465
-3% -$7.68K 0.22% 40
2023
Q1 		$278K Buy
+17,247
New +$271K 0.2% 39

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

Diversified Investment Strategies's SCHX Position: Q2 2026 in Review

Diversified Investment Strategies reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.99% in Q2 2026, selling an estimated $3.48K and leaving 12,195 shares worth $359K. The position accounts for 0.23% of the portfolio, ranked #47.

Diversified Investment Strategies first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Diversified Investment Strategies held 12,195 shares of Schwab US Large- Cap ETF worth $359K as of Q2 2026.
  • Diversified Investment Strategies sold 122 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.48K.
  • Schwab US Large- Cap ETF made up 0.23% of Diversified Investment Strategies's portfolio in Q2 2026, its #47 holding.
  • Diversified Investment Strategies first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.