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

Diversified Portfolios Inc’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 		$253K Buy
8,606
+2
+0% +$57 0.02% 183
2026
Q1 		$221K Buy
8,604
+3
+0% +$80 0.02% 170
2025
Q4 		$231K Buy
8,601
+3
+0% +$80 0.02% 172
2025
Q3 		$226K Sell
8,598
-260
-3% -$6.6K 0.02% 156
2025
Q2 		$216K Sell
8,858
-1,837
-17% -$41.5K 0.02% 154
2025
Q1 		$236K Buy
10,695
+1,372
+15% +$31.9K 0.02% 137
2024
Q4 		$216K Buy
9,323
+2
+0% +$47 0.02% 142
2024
Q3 		$211K Sell
9,321
-537
-5% -$11.7K 0.02% 135
2024
Q2 		$211K Buy
+9,858
New +$204K 0.03% 129
2023
Q1 		– Sell
-11,853
Closed -$178K – 143
2022
Q4 		$178K Buy
11,853
+1,377
+13% +$20.8K 0.04% 127
2022
Q3 		$148K Buy
+10,476
New +$164K 0.04% 131

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 Portfolios Inc's SCHX Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q2 2026, buying an estimated $57 and bringing the position to 8,606 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #183.

Diversified Portfolios Inc first reported a position in SCHX in Q3 2022 and has held it in 11 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Diversified Portfolios Inc held 8,606 shares of Schwab US Large- Cap ETF worth $253K as of Q2 2026.
  • Diversified Portfolios Inc bought 2 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $57.
  • Schwab US Large- Cap ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #183 holding.
  • Diversified Portfolios Inc first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 11 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.