SCHX — Schwab US Large-Cap ETF

Ownership history in Diversified, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Diversified, LLC reported a position in Schwab US Large-Cap ETF (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
31.78% (2024 Q1)
Avg. % of fund
13.65%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 3,966,741 +62,232 +1.6% 29.54% $269.1M $22.28
2024 Q2 ADDED 3,904,509 +182,244 +4.9% 29.47% $250.9M $21.03
2024 Q1 ADDED 3,722,265 +1,539,781 +70.6% 31.78% $231.0M $20.25
2023 Q4 ADDED 2,182,484 +476,184 +27.9% 26.65% $123.1M $18.35
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHX price (monthly, adj. close)

Other funds also holding SCHX

As of 2025 Q4 — sorted by position size

Raine Group LLC 3Y 72.18% SAGE FINANCIAL GROUP INC 3Y 7Y 42.45% SIMS INVESTMENT MANAGEMENT, LLC 32.53% Northwest Quadrant Wealth Management, LLC 3Y 7Y 29.5% Diversified Enterprises, LLC 27.15% Richardson Capital Management LLC 23.6% BlueSky Wealth Advisors, LLC 3Y 7Y 22.06% HBK Sorce Advisory LLC 3Y 7Y 21.57% Elite Life Management LLC 21.09% Koss-Olinger Consulting, LLC 3Y 20.85%
← Back to Diversified, LLC Holdings