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

Decker 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
2025 Q4	–	Sell	-2,266	Closed	-$59.7K	–	261
2025 Q3	$59.7K	Buy	+2,266	New	+$57.5K	0.03%	91
2025 Q2	–	Sell	-273	Closed	-$6.02K	–	343
2025 Q1	$6.02K	Buy	273 +184	+207%	+$4.28K	﹤0.01%	141
2024 Q4	$2.06K	Buy	+89	New	+$2.07K	﹤0.01%	441

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $65.5B AUM 24.25% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Decker Retirement Planning's SCHX Position: Q4 2025 in Review

Decker Retirement Planning sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 2,266 shares — an estimated $59.7K sold.

Decker Retirement Planning first reported a position in SCHX in Q4 2024 and held it in 3 quarters. The position peaked at $59.7K in Q3 2025. 1,553 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Decker Retirement Planning reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Decker Retirement Planning sold 2,266 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $59.7K.
Decker Retirement Planning first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 3 quarters.
Decker Retirement Planning's Schwab US Large- Cap ETF position peaked at $59.7K in Q3 2025.
1,553 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Decker Retirement Planning's 13F filing for Q4 2025, filed 26 Jan 2026.