CP
SCHX icon

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
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

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Capital Planning's SCHX Position: Q2 2026 in Review

Capital Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 92% in Q2 2026, buying an estimated $221K and bringing the position to 16,145 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #57.

Capital Planning first reported a position in SCHX in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.42M in Q1 2022. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Capital Planning held 16,145 shares of Schwab US Large- Cap ETF worth $475K as of Q2 2026.
  • Capital Planning bought 7,756 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $221K.
  • Schwab US Large- Cap ETF made up 0.14% of Capital Planning's portfolio in Q2 2026, its #57 holding.
  • Capital Planning first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Capital Planning's Schwab US Large- Cap ETF position peaked at $9.42M in Q1 2022.
  • 522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.