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

Diversified Trust’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	$1.39M	Buy	47,096 +335	+0.7%	+$9.57K	0.02%	388
2026 Q1	$1.2M	Sell	46,761 -27	-0.1%	-$724	0.02%	405
2025 Q4	$1.26M	Hold	46,788	–	–	0.02%	370
2025 Q3	$1.23M	Hold	46,788	–	–	0.02%	364
2025 Q2	$1.14M	Buy	46,788 +28,726	+159%	+$649K	0.03%	348
2025 Q1	$399K	Buy	18,062 +3,125	+21%	+$72.7K	0.01%	641
2024 Q4	$346K	Hold	14,937	–	–	0.01%	708
2024 Q3	$338K	Hold	14,937	–	–	0.01%	703
2024 Q2	$320K	Hold	14,937	–	–	0.01%	674
2024 Q1	$309K	Buy	14,937 +3	+0%	+$59	0.01%	646
2023 Q4	$281K	Hold	14,934	–	–	0.01%	683
2023 Q3	$252K	Buy	+14,934	New	+$262K	0.01%	688

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Diversified Trust's SCHX Position: Q2 2026 in Review

Diversified Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 0.72% in Q2 2026, buying an estimated $9.57K and bringing the position to 47,096 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #388.

Diversified Trust first reported a position in SCHX in Q3 2023 and has held it in 12 quarters since. 499 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Diversified Trust held 47,096 shares of Schwab US Large- Cap ETF worth $1.39M as of Q2 2026.
Diversified Trust bought 335 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.57K.
Schwab US Large- Cap ETF made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #388 holding.
Diversified Trust first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 12 quarters since.
499 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.