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 Q3	$12.7M	Sell	423,211 -7,391	-2%	-$221K	9.88%	4
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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Frisco Financial Planning's SCHX Position: Q3 2026 in Review

Frisco Financial Planning reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q3 2026, selling an estimated $221K and leaving 423,211 shares worth $12.7M. The position accounts for 9.88% of the portfolio, ranked #4.

Frisco Financial Planning first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Frisco Financial Planning held 423,211 shares of Schwab US Large- Cap ETF worth $12.7M as of Q3 2026.
Frisco Financial Planning sold 7,391 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $221K.
Schwab US Large- Cap ETF made up 9.88% of Frisco Financial Planning's portfolio in Q3 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 8 quarters since.
17 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.