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Cassady Wealth & Retirement Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cassady Wealth & Retirement 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 		$1.4M Buy
47,449
+570
+1% +$16.3K 0.65% 43
2026
Q1 		$1.33M Buy
46,879
+564
+1% +$15.1K 0.69% 43
2025
Q4 		$1.25M Buy
+46,315
New +$1.24M 0.81% 40

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

Cassady Wealth & Retirement Planning's SCHX Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q2 2026, buying an estimated $16.3K and bringing the position to 47,449 shares worth $1.4M. The position accounts for 0.65% of the portfolio, ranked #43.

Cassady Wealth & Retirement Planning first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 47,449 shares of Schwab US Large- Cap ETF worth $1.4M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 570 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $16.3K.
  • Schwab US Large- Cap ETF made up 0.65% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #43 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.