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Gainplan’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gainplan’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 		$1.41M Buy
47,748
+28,024
+142% +$800K 0.55% 24
2026
Q1 		$506K Sell
19,724
-504
-2% -$13.5K 0.38% 35
2025
Q4 		$544K Buy
20,228
+18
+0.1% +$481 0.2% 34
2025
Q3 		$532K Sell
20,210
-2,632
-12% -$66.8K 0.23% 36
2025
Q2 		$558K Sell
22,842
-13,837
-38% -$313K 0.25% 34
2025
Q1 		$810K Buy
36,679
+892
+2% +$20.8K 0.52% 26
2024
Q4 		$830K Sell
35,787
-6,027
-14% -$140K 0.31% 27
2024
Q3 		$896K Hold
41,814
– – 0.42% 29
2024
Q2 		$896K Sell
41,814
-510
-1% -$10.5K 0.43% 27
2024
Q1 		$876K Buy
42,324
+1,026
+2% +$20.2K 0.42% 23
2023
Q4 		$776K Sell
41,298
-1,842
-4% -$32.3K 0.41% 22
2023
Q3 		$728K Sell
43,140
-1,194
-3% -$20.9K 1.01% 22
2023
Q2 		$774K Sell
44,334
-1,629
-4% -$26.9K 0.42% 21
2023
Q1 		$741K Sell
45,963
-10,593
-19% -$167K 0.47% 21
2022
Q4 		$851K Sell
56,556
-1,770
-3% -$26.8K 2.03% 17
2022
Q3 		$823K Sell
58,326
-5,313
-8% -$83.4K 0.86% 15
2022
Q2 		$949K Sell
63,639
-3,414
-5% -$55.3K 0.63% 18
2022
Q1 		$1.2M Sell
67,053
-13,941
-17% -$247K 0.92% 18
2021
Q4 		$1.54M Sell
80,994
-1,458
-2% -$26.9K 0.66% 16
2021
Q3 		$1.43M Sell
82,452
-2,442
-3% -$43.5K 0.63% 16
2021
Q2 		$1.47M Sell
84,894
-3,906
-4% -$65.9K 0.58% 18
2021
Q1 		$1.42M Sell
88,800
-1,770
-2% -$27.7K 0.63% 15
2020
Q4 		$1.37M Sell
90,570
-6,024
-6% -$86.2K 0.72% 16
2020
Q3 		$1.3M Sell
96,594
-3,570
-4% -$47.4K 1.9% 10
2020
Q2 		$1.24M Sell
100,164
-4,632
-4% -$54K 0.8% 13
2020
Q1 		$1.07M Sell
104,796
-116,412
-53% -$1.41M 1.2% 9
2019
Q4 		$2.83M Sell
221,208
-117,486
-35% -$1.44M 1.49% 7
2019
Q3 		$4M Buy
338,694
+117,954
+53% +$1.39M 2.4% 4
2019
Q2 		$2.58M Buy
220,740
+139,500
+172% +$1.6M 1.56% 3
2019
Q1 		$915K Buy
+81,240
New +$880K 1.04% 8

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

Gainplan's SCHX Position: Q2 2026 in Review

Gainplan increased its Schwab US Large- Cap ETF (SCHX) stake by 142% in Q2 2026, buying an estimated $800K and bringing the position to 47,748 shares worth $1.41M. The position accounts for 0.55% of the portfolio, ranked #24.

Gainplan first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. The position peaked at $4M in Q3 2019. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Gainplan held 47,748 shares of Schwab US Large- Cap ETF worth $1.41M as of Q2 2026.
  • Gainplan bought 28,024 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $800K.
  • Schwab US Large- Cap ETF made up 0.55% of Gainplan's portfolio in Q2 2026, its #24 holding.
  • Gainplan first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Gainplan's Schwab US Large- Cap ETF position peaked at $4M in Q3 2019.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.