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

Capital Planning’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 		– Sell
-16,145
Closed -$475K – 92
2026
Q2 		$475K Buy
16,145
+7,756
+92% +$221K 0.14% 57
2026
Q1 		$215K Sell
8,389
-10,900
-57% -$292K 0.07% 80
2025
Q4 		$520K Sell
19,289
-19,032
-50% -$508K 0.15% 54
2025
Q3 		$1.01M Buy
38,321
+14,277
+59% +$363K 0.29% 37
2025
Q2 		$588K Buy
24,044
+9,419
+64% +$213K 0.18% 46
2025
Q1 		$323K Sell
14,625
-16,553
-53% -$385K 0.09% 80
2024
Q4 		$723K Buy
31,178
+8
+0% +$186 0.19% 57
2024
Q3 		$705K Sell
31,170
-6,114
-16% -$133K 0.2% 52
2024
Q2 		$801K Sell
37,284
-41,796
-53% -$864K 0.24% 46
2024
Q1 		$1.64M Sell
79,080
-73,449
-48% -$1.45M 0.53% 36
2023
Q4 		$2.87M Sell
152,529
-173,505
-53% -$3.05M 1.02% 24
2023
Q3 		$5.5M Sell
326,034
-19,782
-6% -$347K 2.17% 15
2023
Q2 		$6.04M Buy
345,816
+93,408
+37% +$1.54M 2.35% 15
2023
Q1 		$4.07M Sell
252,408
-34,179
-12% -$538K 1.68% 21
2022
Q4 		$4.31M Buy
+286,587
New +$4.34M 1.92% 18
2022
Q2 		– Sell
-524,574
Closed -$9.42M – 67
2022
Q1 		$9.42M Buy
524,574
+186,324
+55% +$3.3M 3.67% 8
2021
Q4 		$6.42M Sell
338,250
-136,818
-29% -$2.53M 2.38% 17
2021
Q3 		$8.24M Buy
475,068
+79,038
+20% +$1.41M 3.36% 9
2021
Q2 		$6.86M Buy
396,030
+97,830
+33% +$1.65M 2.92% 12
2021
Q1 		$4.77M Buy
298,200
+167,796
+129% +$2.63M 2.1% 20
2020
Q4 		$1.98M Buy
+130,404
New +$1.87M 0.93% 29

Other funds holding SCHX

Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Capital Planning's SCHX Position: Q3 2026 in Review

Capital Planning sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2026, closing a stake of 16,145 shares — an estimated $475K sold.

Capital Planning first reported a position in SCHX in Q4 2020 and held it in 21 quarters. The position peaked at $9.42M in Q1 2022. 764 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Capital Planning reported no remaining Schwab US Large- Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 16,145 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $475K.
  • Capital Planning first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 21 quarters.
  • Capital Planning's Schwab US Large- Cap ETF position peaked at $9.42M in Q1 2022.
  • 764 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.