Diversify Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Diversify Advisory Services’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	$4.57M	Buy	+156,780	New	+$4.48M	0.08%	230
2026 Q1	–	Sell	-152,147	Closed	-$4.16M	–	730
2025 Q4	$4.16M	Sell	152,147 -991	-0.6%	-$26.5K	0.13%	123
2025 Q3	$4.14M	Sell	153,138 -1,578	-1%	-$40.1K	0.14%	117
2025 Q2	$3.94M	Buy	154,716 +29,821	+24%	+$674K	0.15%	104
2025 Q1	$2.74M	Sell	124,895 -780	-0.6%	-$18.2K	0.17%	98
2024 Q4	$2.89M	Sell	125,675 -256,135	-67%	-$5.97M	0.16%	96
2024 Q3	$2.93M	Buy	381,810 +272,814	+250%	+$5.94M	0.16%	115
2024 Q2	$2.38M	Sell	108,996 -6,255	-5%	-$129K	0.13%	138
2024 Q1	$2.38M	Buy	+115,251	New	+$2.27M	0.14%	144

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Diversify Advisory Services's SCHX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 156,780 shares worth $4.57M. The stake represents 0.08% of the portfolio and ranks #230 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHX as recently as Q4 2025.

Diversify Advisory Services first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Diversify Advisory Services held 156,780 shares of Schwab US Large- Cap ETF worth $4.57M as of Q2 2026.
Schwab US Large- Cap ETF was a new Diversify Advisory Services position in Q2 2026.
Schwab US Large- Cap ETF made up 0.08% of Diversify Advisory Services's portfolio in Q2 2026, its #230 holding.
Diversify Advisory Services first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.