Superior Planning, LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Superior Planning, 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 Q3	$4.02K	Buy	+134	New	+$4.01K	﹤0.01%	1285

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's SCHX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 134 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings.

1,354 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Superior Planning, LLC held 134 shares of Schwab US Large- Cap ETF worth $4.02K as of Q3 2026.
Schwab US Large- Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1285 holding.
1,354 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.