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

Capital & 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 Q2	$486K	Buy	+16,515	New	+$472K	0.25%	38

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Capital & Planning LLC's SCHX Position: Q2 2026 in Review

Capital & Planning LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 16,515 shares worth $486K. The stake represents 0.25% of the portfolio and ranks #38 among its holdings.

1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Capital & Planning LLC held 16,515 shares of Schwab US Large- Cap ETF worth $486K as of Q2 2026.
Schwab US Large- Cap ETF was a new Capital & Planning LLC position in Q2 2026.
Schwab US Large- Cap ETF made up 0.25% of Capital & Planning LLC's portfolio in Q2 2026, its #38 holding.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.