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

Cypress 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
2026 Q2	$777K	Sell	26,391 -820	-3%	-$23.4K	0.19%	48
2026 Q1	$698K	Buy	27,211 +71	+0.3%	+$1.91K	0.19%	48
2025 Q4	$736K	Sell	27,140 -3,292	-11%	-$87.9K	0.2%	47
2025 Q3	$802K	Sell	30,432 -1,351	-4%	-$34.3K	0.24%	36
2025 Q2	$777K	Buy	31,783 +34	+0.1%	+$769	0.25%	34
2025 Q1	$701K	Sell	31,749 -4	-0%	-$93	0.25%	35
2024 Q4	$736K	Sell	31,753 -2,342	-7%	-$54.6K	0.27%	31
2024 Q3	$771K	Buy	34,095 +51	+0.1%	+$1.11K	0.29%	29
2024 Q2	$729K	Buy	34,044 +4,314	+15%	+$89.1K	0.3%	32
2024 Q1	$615K	Buy	+29,730	New	+$585K	0.28%	33

Other funds holding SCHX

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cypress Financial Planning's SCHX Position: Q2 2026 in Review

Cypress Financial Planning reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q2 2026, selling an estimated $23.4K and leaving 26,391 shares worth $777K. The position accounts for 0.19% of the portfolio, ranked #48.

Cypress Financial Planning first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. The position peaked at $802K in Q3 2025. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cypress Financial Planning held 26,391 shares of Schwab US Large- Cap ETF worth $777K as of Q2 2026.
Cypress Financial Planning sold 820 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $23.4K.
Schwab US Large- Cap ETF made up 0.19% of Cypress Financial Planning's portfolio in Q2 2026, its #48 holding.
Cypress Financial Planning first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
Cypress Financial Planning's Schwab US Large- Cap ETF position peaked at $802K in Q3 2025.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.