FFP
SCHX icon

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

Frisco 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 		$12.7M Sell
430,602
-12,758
-3% -$364K 9.55% 4
2026
Q1 		$11.4M Buy
443,360
+1,739
+0.4% +$46.6K 9.38% 4
2025
Q4 		$11.9M Sell
441,621
-425
-0.1% -$11.3K 9.93% 4
2025
Q3 		$11.6M Sell
442,046
-41,030
-8% -$1.04M 9.94% 4
2025
Q2 		$11.8M Buy
483,076
+4,554
+1% +$103K 10.74% 5
2025
Q1 		$10.6M Buy
478,522
+6,097
+1% +$142K 10.24% 6
2024
Q4 		$11M Buy
+472,425
New +$11M 10.82% 4

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

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

Frisco Financial Planning reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q2 2026, selling an estimated $364K and leaving 430,602 shares worth $12.7M. The position accounts for 9.55% of the portfolio, ranked #4.

Frisco Financial Planning first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Frisco Financial Planning held 430,602 shares of Schwab US Large- Cap ETF worth $12.7M as of Q2 2026.
  • Frisco Financial Planning sold 12,758 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $364K.
  • Schwab US Large- Cap ETF made up 9.55% of Frisco Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Frisco Financial Planning first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Frisco Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.