APSI
SCHX icon

Asset Planning Services Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Asset Planning Services Inc’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 		$4.78M Buy
186,497
+2,605
+1% +$69.9K 2.1% 21
2025
Q4 		$4.95M Sell
183,892
-4,810
-3% -$128K 2.19% 21
2025
Q3 		$4.97M Buy
188,702
+6,227
+3% +$158K 2.09% 21
2025
Q2 		$4.46M Buy
182,475
+6,065
+3% +$137K 2.05% 21
2025
Q1 		$3.9M Buy
176,410
+1,275
+0.7% +$29.7K 1.98% 23
2024
Q4 		$4.06M Buy
175,135
+2,173
+1% +$50.6K 1.98% 23
2024
Q3 		$3.91M Buy
172,962
+11,442
+7% +$249K 1.93% 22
2024
Q2 		$3.46M Buy
161,520
+2,709
+2% +$56K 1.83% 23
2024
Q1 		$3.29M Sell
158,811
-4,308
-3% -$84.8K 1.84% 24
2023
Q4 		$3.07M Buy
163,119
+336
+0.2% +$5.9K 1.87% 25
2023
Q3 		$2.75M Buy
162,783
+6,810
+4% +$119K 1.8% 25
2023
Q2 		$2.72M Buy
155,973
+11,070
+8% +$183K 1.68% 26
2023
Q1 		$2.34M Buy
144,903
+10,005
+7% +$157K 1.48% 27
2022
Q4 		$2.03M Buy
134,898
+1,980
+1% +$30K 1.28% 27
2022
Q3 		$1.88M Buy
132,918
+6,225
+5% +$97.7K 1.32% 27
2022
Q2 		$1.89M Sell
126,693
-6,900
-5% -$112K 1.24% 27
2022
Q1 		$2.4M Buy
133,593
+3,075
+2% +$54.4K 1.37% 27
2021
Q4 		$2.48M Buy
130,518
+18,408
+16% +$340K 1.33% 30
2021
Q3 		$1.94M Sell
112,110
-600
-0.5% -$10.7K 1.15% 29
2021
Q2 		$1.95M Buy
112,710
+4,590
+4% +$77.4K 1.13% 29
2021
Q1 		$1.73M Buy
108,120
+8,340
+8% +$131K 1.05% 29
2020
Q4 		$1.51M Sell
99,780
-600
-0.6% -$8.59K 0.97% 29
2020
Q3 		$1.35M Hold
100,380
– – 0.92% 29
2020
Q2 		$1.24M Buy
100,380
+13,110
+15% +$153K 0.9% 29
2020
Q1 		$891K Buy
87,270
+1,650
+2% +$20K 0.74% 28
2019
Q4 		$1.1M Sell
85,620
-2,370
-3% -$29K 0.7% 31
2019
Q3 		$1.04M Buy
87,990
+3,720
+4% +$43.8K 0.67% 32
2019
Q2 		$986K Buy
84,270
+4,800
+6% +$55.1K 0.64% 32
2019
Q1 		$895K Buy
79,470
+1,650
+2% +$17.9K 0.61% 31
2018
Q4 		$774K Buy
77,820
+3,060
+4% +$32.8K 0.59% 32
2018
Q3 		$867K Buy
74,760
+8,160
+12% +$92.8K 0.59% 33
2018
Q2 		$721K Buy
66,600
+11,280
+20% +$122K 0.52% 33
2018
Q1 		$581K Buy
55,320
+6,750
+14% +$73.4K 0.43% 33
2017
Q4 		$516K Buy
48,570
+11,700
+32% +$121K 0.36% 34
2017
Q3 		$368K Buy
36,870
+2,100
+6% +$20.6K 0.3% 33
2017
Q2 		$335K Buy
34,770
+3,900
+13% +$37.2K 0.28% 34
2017
Q1 		$290K Hold
30,870
– – 0.25% 34
2016
Q4 		$274K Buy
+30,870
New +$268K 0.26% 32

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Asset Planning Services Inc's SCHX Position: Q1 2026 in Review

Asset Planning Services Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q1 2026, buying an estimated $69.9K and bringing the position to 186,497 shares worth $4.78M. The position accounts for 2.1% of the portfolio, ranked #21.

Asset Planning Services Inc first reported a position in SCHX in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.97M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Asset Planning Services Inc held 186,497 shares of Schwab US Large- Cap ETF worth $4.78M as of Q1 2026.
  • Asset Planning Services Inc bought 2,605 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $69.9K.
  • Schwab US Large- Cap ETF made up 2.1% of Asset Planning Services Inc's portfolio in Q1 2026, its #21 holding.
  • Asset Planning Services Inc first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Asset Planning Services Inc's Schwab US Large- Cap ETF position peaked at $4.97M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.