Center for Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Center for Financial 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
2025 Q2	–	Sell	-3,688	Closed	-$81.4K	–	709
2025 Q1	$81.4K	Buy	+3,688	New	+$85.9K	0.01%	231
2023 Q3	–	Sell	-36	Closed	-$629	–	569
2023 Q2	$629	Hold	36	–	–	﹤0.01%	537
2023 Q1	$581	Hold	36	–	–	﹤0.01%	498
2022 Q4	$542	Hold	36	–	–	﹤0.01%	505
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	614
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	514
2022 Q1	$1K	Buy	+36	New	+$637	﹤0.01%	523
2020 Q2	–	Sell	-2,346	Closed	-$24K	–	554
2020 Q1	$24K	Buy	2,346 +138	+6%	+$1.68K	0.01%	233
2019 Q4	$28K	Buy	+2,208	New	+$27.1K	0.01%	229

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Center for Financial Planning's SCHX Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2025, closing a stake of 3,688 shares — an estimated $81.4K sold.

Center for Financial Planning first reported a position in SCHX in Q4 2019 and held it in 9 quarters. The position peaked at $81.4K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Center for Financial Planning reported no remaining Schwab US Large- Cap ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 3,688 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $81.4K.
Center for Financial Planning first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 9 quarters.
Center for Financial Planning's Schwab US Large- Cap ETF position peaked at $81.4K in Q1 2025.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.