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Capital Planning Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Planning Advisors’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 		$318K Sell
12,394
-2,147
-15% -$57.6K 0.05% 123
2025
Q4 		$391K Buy
+14,541
New +$388K 0.05% 122

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

Capital Planning Advisors's SCHX Position: Q1 2026 in Review

Capital Planning Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q1 2026, selling an estimated $57.6K and leaving 12,394 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #123.

Capital Planning Advisors first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $391K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Capital Planning Advisors held 12,394 shares of Schwab US Large- Cap ETF worth $318K as of Q1 2026.
  • Capital Planning Advisors sold 2,147 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $57.6K.
  • Schwab US Large- Cap ETF made up 0.05% of Capital Planning Advisors's portfolio in Q1 2026, its #123 holding.
  • Capital Planning Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Planning Advisors's Schwab US Large- Cap ETF position peaked at $391K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.