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Capasso Planning Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capasso Planning Partners’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 		$534K Sell
20,836
-1,828
-8% -$49K 0.29% 42
2025
Q4 		$610K Sell
22,664
-5,251
-19% -$140K 0.33% 38
2025
Q3 		$735K Sell
27,915
-27,110
-49% -$688K 0.45% 32
2025
Q2 		$1.34M Sell
55,025
-19,193
-26% -$434K 0.76% 22
2025
Q1 		$1.64M Sell
74,218
-3,396
-4% -$79.1K 0.69% 30
2024
Q4 		$1.8M Sell
77,614
-40,586
-34% -$946K 0.72% 29
2024
Q3 		$2.67M Sell
118,200
-13,533
-10% -$295K 0.79% 24
2024
Q2 		$2.82M Buy
131,733
+70,902
+117% +$1.47M 0.92% 26
2024
Q1 		$1.26M Buy
60,831
+10,212
+20% +$201K 0.52% 41
2023
Q4 		$952K Buy
50,619
+3,402
+7% +$59.7K 0.44% 40
2023
Q3 		$796K Sell
47,217
-351
-0.7% -$6.16K 0.43% 37
2023
Q2 		$830K Sell
47,568
-3,597
-7% -$59.4K 0.45% 39
2023
Q1 		$825K Sell
51,165
-750
-1% -$11.8K 0.48% 39
2022
Q4 		$781K Hold
51,915
– – 0.5% 38
2022
Q3 		$733K Buy
51,915
+32,649
+169% +$512K 0.51% 39
2022
Q2 		$287K Sell
19,266
-1,206
-6% -$19.5K 0.2% 63
2022
Q1 		$367K Buy
20,472
+3,210
+19% +$56.8K 0.26% 63
2021
Q4 		$327K Buy
+17,262
New +$319K 0.24% 60

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 $1.81B AUM 22.3% 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

Capasso Planning Partners's SCHX Position: Q1 2026 in Review

Capasso Planning Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.1% in Q1 2026, selling an estimated $49K and leaving 20,836 shares worth $534K. The position accounts for 0.29% of the portfolio, ranked #42.

Capasso Planning Partners first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.82M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Capasso Planning Partners held 20,836 shares of Schwab US Large- Cap ETF worth $534K as of Q1 2026.
  • Capasso Planning Partners sold 1,828 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $49K.
  • Schwab US Large- Cap ETF made up 0.29% of Capasso Planning Partners's portfolio in Q1 2026, its #42 holding.
  • Capasso Planning Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's Schwab US Large- Cap ETF position peaked at $2.82M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.