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 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 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

Diversified Portfolios Inc's SCHX Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q1 2026, buying an estimated $80 and bringing the position to 8,604 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #170.

Diversified Portfolios Inc first reported a position in SCHX in Q3 2022 and has held it in 10 quarters since. The position peaked at $236K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Diversified Portfolios Inc held 8,604 shares of Schwab US Large- Cap ETF worth $221K as of Q1 2026.
Diversified Portfolios Inc bought 3 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $80.
Schwab US Large- Cap ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #170 holding.
Diversified Portfolios Inc first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 10 quarters since.
Diversified Portfolios Inc's Schwab US Large- Cap ETF position peaked at $236K in Q1 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.