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
2025 Q3	$1.23M	Hold
2025 Q2	$1.14M	Buy
2025 Q1	$399K	Buy
2024 Q4	$346K	Hold
2024 Q3	$338K	Hold
2024 Q2	$320K	Hold
2024 Q1	$309K	Buy
2023 Q4	$281K	Hold
2023 Q3	$252K	Buy