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

Creative 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 Q1	$2.11B	Sell	82,270,037 -1,542,288	-2%	-$41.4M	1.43%	16
2025 Q4	$2.26B	Buy	83,812,325 +3,078,140	+4%	+$82.2M	1.61%	12
2025 Q3	$2.13B	Sell	80,734,185 -843,732	-1%	-$21.4M	1.62%	13
2025 Q2	$1.99B	Sell	81,577,917 -1,083,411	-1%	-$24.5M	1.7%	12
2025 Q1	$1.83B	Buy	82,661,328 +193,933	+0.2%	+$4.51M	1.72%	12
2024 Q4	$1.91B	Sell	82,467,395 -1,290,022	-2%	-$30.1M	1.86%	13
2024 Q3	$1.89B	Sell	83,757,417 -874,110	-1%	-$19M	1.88%	13
2024 Q2	$1.81B	Sell	84,631,527 -379,350	-0.4%	-$7.84M	1.94%	13
2024 Q1	$1.76B	Sell	85,010,877 -1,496,850	-2%	-$29.5M	1.95%	11
2023 Q4	$1.63B	Sell	86,507,727 -334,014	-0.4%	-$5.87M	3.02%	7
2023 Q3	$1.46B	Sell	86,841,741 -344,265	-0.4%	-$6.04M	1.95%	13
2023 Q2	$1.52B	Sell	87,186,006 -1,154,766	-1%	-$19.1M	2.03%	13
2023 Q1	$1.42B	Sell	88,340,772 -3,583,737	-4%	-$56.4M	2.05%	13
2022 Q4	$1.38B	Buy	91,924,509 +18,477,516	+25%	+$280M	2.08%	12
2022 Q3	$1.04B	Buy	73,446,993 +28,353,765	+63%	+$445M	1.79%	18
2022 Q2	$671M	Buy	45,093,228 +15,527,880	+53%	+$252M	1.11%	23
2022 Q1	$531M	Buy	29,565,348 +7,722,492	+35%	+$137M	0.82%	27
2021 Q4	$414M	Buy	21,842,856 +468,552	+2%	+$8.66M	0.67%	30
2021 Q3	$371M	Buy	21,374,304 +477,720	+2%	+$8.52M	0.66%	30
2021 Q2	$362M	Sell	20,896,584 -544,056	-3%	-$9.18M	0.64%	30
2021 Q1	$343M	Sell	21,440,640 -135,630	-0.6%	-$2.12M	0.69%	29
2020 Q4	$327M	Buy	21,576,270 +396,060	+2%	+$5.67M	0.72%	30
2020 Q3	$285M	Sell	21,180,210 -336,828	-2%	-$4.48M	0.75%	29
2020 Q2	$266M	Buy	21,517,038 +706,968	+3%	+$8.24M	0.77%	29
2020 Q1	$212M	Buy	20,810,070 +5,482,086	+36%	+$66.6M	0.75%	29
2019 Q4	$196M	Sell	15,327,984 -402,246	-3%	-$4.93M	0.59%	26
2019 Q3	$186M	Sell	15,730,230 -65,094	-0.4%	-$767K	0.61%	24
2019 Q2	$185M	Buy	15,795,324 +247,356	+2%	+$2.84M	0.62%	24
2019 Q1	$175M	Buy	15,547,968 +896,934	+6%	+$9.72M	0.63%	23
2018 Q4	$146M	Buy	14,651,034 +3,744,390	+34%	+$40.2M	0.6%	23
2018 Q3	$126M	Sell	10,906,644 -83,118	-0.8%	-$945K	0.47%	31
2018 Q2	$119M	Sell	10,989,762 -2,543,736	-19%	-$27.4M	0.47%	30
2018 Q1	$142M	Buy	13,533,498 +4,993,878	+58%	+$54.3M	0.58%	26
2017 Q4	$90.8M	Buy	8,539,620 +39,990	+0.5%	+$414K	0.39%	34
2017 Q3	$85.1M	Sell	8,499,630 -701,592	-8%	-$6.89M	0.4%	33
2017 Q2	$88.6M	Buy	9,201,222 +106,062	+1%	+$1.01M	0.45%	30
2017 Q1	$85.3M	Buy	9,095,160 +280,926	+3%	+$2.6M	0.47%	30
2016 Q4	$78.2M	Buy	8,814,234 +494,100	+6%	+$4.29M	0.48%	32
2016 Q3	$71.6M	Sell	8,320,134 -142,404	-2%	-$1.22M	0.46%	32
2016 Q2	$70.2M	Buy	8,462,538 +679,050	+9%	+$5.58M	0.51%	31
2016 Q1	$63.4M	Buy	7,783,488 +5,185,416	+200%	+$40M	0.49%	31
2015 Q4	$21M	Buy	2,598,072 +480,144	+23%	+$3.91M	0.17%	63
2015 Q3	$16.2M	Buy	2,117,928 +2,008,164	+1,830%	+$16.2M	0.14%	75
2015 Q2	$902K	Sell	109,764 -9,270	-8%	-$77.8K	0.01%	499
2015 Q1	$983K	Sell	119,034 -318	-0.3%	-$2.62K	0.01%	471
2014 Q4	$976K	Buy	119,352 +84,996	+247%	+$679K	0.01%	456
2014 Q3	$269K	Buy	34,356 +18,612	+118%	+$147K	﹤0.01%	922
2014 Q2	$123K	Buy	15,744 +12,372	+367%	+$93.7K	﹤0.01%	1308
2014 Q1	$25K	Hold	3,372	–	–	﹤0.01%	2251
2013 Q4	$25K	Buy	+3,372	New	+$23.8K	﹤0.01%	2057