BFC Planning, Inc.’s Schwab US Large- Cap ETF SCHX Stock Holding History

BFC Planning, Inc.’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	$597K	Buy	20,281 +280	+1%	+$8K	0.02%	548
2026 Q1	$513K	Sell	20,001 -10,367	-34%	-$278K	0.02%	562
2025 Q4	$817K	Buy	30,368 +10,028	+49%	+$268K	0.04%	415
2025 Q3	$536K	Sell	20,340 -200	-1%	-$5.08K	0.04%	366
2025 Q2	$502K	Sell	20,540 -139	-0.7%	-$3.14K	0.04%	355
2025 Q1	$457K	Buy	20,679 +139	+0.7%	+$3.24K	0.04%	347
2024 Q4	$476K	Buy	+20,540	New	+$479K	0.04%	348

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

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

BFC Planning, Inc.'s SCHX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q2 2026, buying an estimated $8K and bringing the position to 20,281 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #548.

BFC Planning, Inc. first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $817K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

BFC Planning, Inc. held 20,281 shares of Schwab US Large- Cap ETF worth $597K as of Q2 2026.
BFC Planning, Inc. bought 280 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8K.
Schwab US Large- Cap ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #548 holding.
BFC Planning, Inc. first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Schwab US Large- Cap ETF position peaked at $817K in Q4 2025.
1,615 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.