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D'Orazio & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

D'Orazio & Associates’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 		$235K Buy
7,984
+2
+0% +$57 0.03% 267
2026
Q1 		$205K Buy
7,982
+2
+0% +$54 0.03% 278
2025
Q4 		$215K Buy
7,980
+3
+0% +$80 0.03% 252
2025
Q3 		$210K Buy
+7,977
New +$203K 0.03% 250
2021
Q4 		– Sell
-3,966
Closed -$69K – 593
2021
Q3 		$69K Buy
+3,966
New +$70.7K 0.02% 167
2017
Q3 		– Sell
-282
Closed -$3K – 322
2017
Q2 		$3K Buy
+282
New +$2.69K ﹤0.01% 283

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

D'Orazio & Associates's SCHX Position: Q2 2026 in Review

D'Orazio & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, buying an estimated $57 and bringing the position to 7,984 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #267.

D'Orazio & Associates first reported a position in SCHX in Q2 2017 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • D'Orazio & Associates held 7,984 shares of Schwab US Large- Cap ETF worth $235K as of Q2 2026.
  • D'Orazio & Associates bought 2 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $57.
  • Schwab US Large- Cap ETF made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #267 holding.
  • D'Orazio & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.