GPFA
SCHX icon

Game Plan Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Game Plan Financial Advisors’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 		$3.46M Sell
117,489
-1,190
-1% -$34K 1.28% 24
2026
Q1 		$3.04M Sell
118,679
-82,267
-41% -$2.21M 1.37% 24
2025
Q4 		$5.95M Sell
200,946
-111
-0.1% -$2.96K 2.39% 13
2025
Q3 		$5.85M Sell
201,057
-5,157
-3% -$131K 2.42% 10
2025
Q2 		$5.71M Buy
206,214
+83,900
+69% +$1.9M 2.49% 10
2025
Q1 		$2.7M Sell
122,314
-74,483
-38% -$1.73M 1.31% 27
2024
Q4 		$5.12M Buy
196,797
+71,595
+57% +$1.67M 2.43% 12
2024
Q3 		$2.83M Buy
125,202
+1,146
+0.9% +$25K 1.37% 26
2024
Q2 		$2.66M Buy
124,056
+4,278
+4% +$88.4K 1.31% 28
2024
Q1 		$2.48M Sell
119,778
-1,890
-2% -$37.2K 1.25% 27
2023
Q4 		$2.29M Buy
+121,668
New +$2.14M 1.31% 24
2022
Q4 		$1.51M Hold
100,332
– – 1.24% 31
2022
Q3 		$1.42M Sell
100,332
-1,434
-1% -$22.5K 1.19% 31
2022
Q2 		$1.51M Sell
101,766
-4,200
-4% -$68.1K 1.21% 29
2022
Q1 		$1.9M Sell
105,966
-5,892
-5% -$104K 1.14% 31
2021
Q4 		$2.12M Buy
111,858
+10,716
+11% +$198K 1.14% 36
2021
Q3 		$1.75M Buy
101,142
+5,010
+5% +$89.3K 1.05% 36
2021
Q2 		$1.67M Sell
96,132
-29,130
-23% -$491K 0.99% 37
2021
Q1 		$2.01M Buy
125,262
+432
+0.3% +$6.77K 1.3% 30
2020
Q4 		$1.89M Buy
124,830
+828
+0.7% +$11.8K 1.34% 28
2020
Q3 		$1.67M Buy
+124,002
New +$1.65M 1.67% 25
2020
Q2 		– Sell
-122,268
Closed -$1.25M – 87
2020
Q1 		$1.25M Sell
122,268
-4,518
-4% -$54.9K 1.47% 26
2019
Q4 		$1.62M Buy
+126,786
New +$1.55M 1.52% 27

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

Game Plan Financial Advisors's SCHX Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q2 2026, selling an estimated $34K and leaving 117,489 shares worth $3.46M. The position accounts for 1.28% of the portfolio, ranked #24.

Game Plan Financial Advisors first reported a position in SCHX in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.95M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Game Plan Financial Advisors held 117,489 shares of Schwab US Large- Cap ETF worth $3.46M as of Q2 2026.
  • Game Plan Financial Advisors sold 1,190 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $34K.
  • Schwab US Large- Cap ETF made up 1.28% of Game Plan Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Game Plan Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Game Plan Financial Advisors's Schwab US Large- Cap ETF position peaked at $5.95M in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.