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

Consolidated Planning Corp’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 Q1	$317K	Hold	12,381	–	–	0.05%	115
2025 Q4	$333K	Hold	12,381	–	–	0.03%	168
2025 Q3	$326K	Hold	12,381	–	–	0.03%	160
2025 Q2	$303K	Hold	12,381	–	–	0.04%	159
2025 Q1	$273K	Hold	12,381	–	–	0.04%	161
2024 Q4	$287K	Hold	12,381	–	–	0.04%	173
2024 Q3	$280K	Hold	12,381	–	–	0.04%	165
2024 Q2	$265K	Hold	12,381	–	–	0.04%	156
2024 Q1	$256K	Buy	+12,381	New	+$244K	0.04%	156

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

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

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

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

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Consolidated Planning Corp's SCHX Position: Q1 2026 in Review

Consolidated Planning Corp held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 12,381 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #115.

Consolidated Planning Corp first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $333K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Consolidated Planning Corp held 12,381 shares of Schwab US Large- Cap ETF worth $317K as of Q1 2026.
Consolidated Planning Corp left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.05% of Consolidated Planning Corp's portfolio in Q1 2026, its #115 holding.
Consolidated Planning Corp first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Consolidated Planning Corp's Schwab US Large- Cap ETF position peaked at $333K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.