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One Day In July LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

One Day In July LLC’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 		$320K Hold
10,856
– – 0.02% 129
2026
Q1 		$278K Hold
10,856
– – 0.02% 130
2025
Q4 		$292K Hold
10,856
– – 0.02% 123
2025
Q3 		$286K Buy
10,856
+13
+0.1% +$330 0.02% 110
2025
Q2 		$265K Sell
10,843
-163
-1% -$3.69K 0.02% 118
2025
Q1 		$243K Buy
11,006
+2,198
+25% +$51.2K 0.02% 117
2024
Q4 		$204K Buy
+8,808
New +$205K 0.02% 131

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

One Day In July LLC's SCHX Position: Q2 2026 in Review

One Day In July LLC held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 10,856 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #129.

One Day In July LLC first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 868 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • One Day In July LLC held 10,856 shares of Schwab US Large- Cap ETF worth $320K as of Q2 2026.
  • One Day In July LLC left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of One Day In July LLC's portfolio in Q2 2026, its #129 holding.
  • One Day In July LLC first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 868 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.