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

Elser 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 		$3.95M Sell
134,087
-50
-0% -$1.43K 0.17% 28
2026
Q1 		$3.44M Sell
134,137
-1,334
-1% -$35.8K 0.17% 28
2025
Q4 		$3.65M Sell
135,471
-371
-0.3% -$9.91K 2.64% 5
2025
Q3 		$3.6M Sell
135,842
-1,650
-1% -$41.9K 4.34% 4
2025
Q2 		$3.36M Buy
137,492
+5,932
+5% +$134K 4.19% 4
2025
Q1 		$2.9M Sell
131,560
-3,851
-3% -$89.6K 4.02% 5
2024
Q4 		$3.14M Sell
135,411
-3,648
-3% -$85K 0.19% 23
2024
Q3 		$3.15M Buy
139,059
+15,462
+13% +$337K 4.56% 5
2024
Q2 		$2.65M Buy
+123,597
New +$2.55M 0.44% 23

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Elser Financial Planning reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q2 2026, selling an estimated $1.43K and leaving 134,087 shares worth $3.95M. The position accounts for 0.17% of the portfolio, ranked #28.

Elser Financial Planning first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Elser Financial Planning held 134,087 shares of Schwab US Large- Cap ETF worth $3.95M as of Q2 2026.
  • Elser Financial Planning sold 50 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Schwab US Large- Cap ETF made up 0.17% of Elser Financial Planning's portfolio in Q2 2026, its #28 holding.
  • Elser Financial Planning first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.