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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Dunhill Financial's SCHX Position: Q1 2026 in Review

Dunhill Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 5,612 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #179.

Dunhill Financial first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $151K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Dunhill Financial held 5,612 shares of Schwab US Large- Cap ETF worth $144K as of Q1 2026.
Dunhill Financial left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.03% of Dunhill Financial's portfolio in Q1 2026, its #179 holding.
Dunhill Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Dunhill Financial's Schwab US Large- Cap ETF position peaked at $151K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.