CWP
SCHX icon

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

Capital Wealth 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 		$301K Buy
10,216
+170
+2% +$4.85K ﹤0.01% 145
2026
Q1 		$258K Buy
10,046
+430
+4% +$11.5K ﹤0.01% 146
2025
Q4 		$259K Sell
9,616
-85
-0.9% -$2.27K ﹤0.01% 150
2025
Q3 		$256K Buy
9,701
+190
+2% +$4.83K ﹤0.01% 149
2025
Q2 		$232K Buy
9,511
+162
+2% +$3.66K ﹤0.01% 135
2025
Q1 		$206K Sell
9,349
-4,344
-32% -$101K ﹤0.01% 140
2024
Q4 		$317K Sell
13,693
-140
-1% -$3.26K ﹤0.01% 115
2024
Q3 		$313K Buy
13,833
+45
+0.3% +$980 ﹤0.01% 123
2024
Q2 		$295K Buy
13,788
+642
+5% +$13.3K ﹤0.01% 113
2024
Q1 		$272K Sell
13,146
-1,035
-7% -$20.4K ﹤0.01% 122
2023
Q4 		$267K Buy
14,181
+90
+0.6% +$1.58K ﹤0.01% 131
2023
Q3 		$238K Hold
14,091
– – ﹤0.01% 132
2023
Q2 		$246K Buy
14,091
+345
+3% +$5.7K ﹤0.01% 122
2023
Q1 		$222K Buy
+13,746
New +$216K ﹤0.01% 132
2022
Q2 		– Sell
-13,602
Closed -$244K – 94
2022
Q1 		$244K Buy
+13,602
New +$241K ﹤0.01% 83
2021
Q3 		– Sell
-46,224
Closed -$542K – 140
2021
Q2 		$542K Buy
46,224
+28,482
+161% +$481K 0.02% 72
2021
Q1 		$284K Sell
17,742
-7,398
-29% -$116K 0.01% 104
2020
Q4 		$391K Buy
+25,140
New +$360K 0.02% 73
2020
Q3 		– Sell
-38,532
Closed -$476K – 107
2020
Q2 		$476K Sell
38,532
-140,982
-79% -$1.64M 0.03% 70
2020
Q1 		$1.83M Buy
179,514
+25,470
+17% +$309K 0.12% 53
2019
Q4 		$1.97M Buy
154,044
+10,152
+7% +$124K 0.12% 53
2019
Q3 		$1.72M Buy
143,892
+19,332
+16% +$228K 0.11% 53
2019
Q2 		$1.46M Buy
+124,560
New +$1.43M 0.11% 60

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Capital Wealth Planning's SCHX Position: Q2 2026 in Review

Capital Wealth Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, buying an estimated $4.85K and bringing the position to 10,216 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

Capital Wealth Planning first reported a position in SCHX in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.97M in Q4 2019. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Capital Wealth Planning held 10,216 shares of Schwab US Large- Cap ETF worth $301K as of Q2 2026.
  • Capital Wealth Planning bought 170 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.85K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #145 holding.
  • Capital Wealth Planning first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 23 quarters since.
  • Capital Wealth Planning's Schwab US Large- Cap ETF position peaked at $1.97M in Q4 2019.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.