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

Falcon Wealth 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 		$341K Sell
11,585
-3,878
-25% -$111K 0.02% 181
2026
Q1 		$396K Buy
15,463
+3,611
+30% +$96.9K 0.03% 150
2025
Q4 		$319K Buy
11,852
+214
+2% +$5.71K 0.03% 161
2025
Q3 		$307K Sell
11,638
-274
-2% -$6.96K 0.03% 146
2025
Q2 		$291K Buy
11,912
+284
+2% +$6.42K 0.03% 138
2025
Q1 		$257K Buy
11,628
+15
+0.1% +$349 0.03% 148
2024
Q4 		$269K Sell
11,613
-768
-6% -$17.9K 0.03% 138
2024
Q3 		$280K Buy
12,381
+315
+3% +$6.86K 0.03% 128
2024
Q2 		$258K Hold
12,066
– – 0.03% 121
2024
Q1 		$250K Hold
12,066
– – 0.04% 119
2023
Q4 		$227K Hold
12,066
– – 0.04% 123
2023
Q3 		$204K Buy
+12,066
New +$212K 0.04% 108

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Falcon Wealth Planning's SCHX Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Schwab US Large- Cap ETF (SCHX) stake by 25% in Q2 2026, selling an estimated $111K and leaving 11,585 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #181.

Falcon Wealth Planning first reported a position in SCHX in Q3 2023 and has held it in 12 quarters since. The position peaked at $396K in Q1 2026. 629 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Falcon Wealth Planning held 11,585 shares of Schwab US Large- Cap ETF worth $341K as of Q2 2026.
  • Falcon Wealth Planning sold 3,878 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $111K.
  • Schwab US Large- Cap ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #181 holding.
  • Falcon Wealth Planning first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Falcon Wealth Planning's Schwab US Large- Cap ETF position peaked at $396K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.