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Dunhill Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dunhill Financial’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 		$192K Buy
6,513
+901
+16% +$25.7K 0.04% 162
2026
Q1 		$144K Hold
5,612
– – 0.03% 179
2025
Q4 		$151K Buy
5,612
+5,193
+1,239% +$139K 0.04% 157
2025
Q3 		$11K Buy
419
+1
+0.2% +$25 ﹤0.01% 452
2025
Q2 		$10.2K Buy
418
+1
+0.2% +$23 ﹤0.01% 441
2025
Q1 		$9.21K Buy
417
+87
+26% +$2.02K ﹤0.01% 437
2024
Q4 		$7.64K Sell
330
-24
-7% -$559 ﹤0.01% 458
2024
Q3 		$8.02K Sell
354
-246
-41% -$5.36K ﹤0.01% 443
2024
Q2 		$12.9K Hold
600
– – 0.01% 259
2024
Q1 		$12.4K Buy
+600
New +$11.8K 0.01% 211

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

Dunhill Financial's SCHX Position: Q2 2026 in Review

Dunhill Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, buying an estimated $25.7K and bringing the position to 6,513 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #162.

Dunhill Financial first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Dunhill Financial held 6,513 shares of Schwab US Large- Cap ETF worth $192K as of Q2 2026.
  • Dunhill Financial bought 901 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $25.7K.
  • Schwab US Large- Cap ETF made up 0.04% of Dunhill Financial's portfolio in Q2 2026, its #162 holding.
  • Dunhill Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.