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

Ignite Planners’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 		$8.69M Buy
295,276
+18,037
+7% +$515K 1.19% 13
2026
Q1 		$7.11M Buy
277,239
+12,556
+5% +$337K 1.1% 18
2025
Q4 		$7.21M Buy
264,683
+56,528
+27% +$1.51M 1.1% 19
2025
Q3 		$5.48M Buy
208,155
+457
+0.2% +$11.6K 0.9% 24
2025
Q2 		$5.16M Buy
207,698
+12,731
+7% +$288K 0.9% 24
2025
Q1 		$4.3M Sell
194,967
-26,872
-12% -$626K 0.84% 26
2024
Q4 		$5.2M Buy
221,839
+52,708
+31% +$1.23M 1.14% 20
2024
Q3 		$3.83M Buy
169,131
+510
+0.3% +$11.1K 0.88% 27
2024
Q2 		$3.68M Buy
168,621
+1,257
+0.8% +$26K 0.9% 28
2024
Q1 		$3.46M Buy
167,364
+111
+0.1% +$2.19K 0.97% 25
2023
Q4 		$3.12M Sell
167,253
-12,639
-7% -$222K 0.93% 24
2023
Q3 		$3.01M Buy
179,892
+4,200
+2% +$73.7K 0.92% 21
2023
Q2 		$3.04M Buy
175,692
+2,007
+1% +$33.1K 1.17% 15
2023
Q1 		$2.8M Buy
173,685
+5,931
+4% +$93.3K 1.15% 17
2022
Q4 		$2.69M Buy
+167,754
New +$2.54M 1.12% 17

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

Ignite Planners's SCHX Position: Q2 2026 in Review

Ignite Planners increased its Schwab US Large- Cap ETF (SCHX) stake by 6.5% in Q2 2026, buying an estimated $515K and bringing the position to 295,276 shares worth $8.69M. The position accounts for 1.19% of the portfolio, ranked #13.

Ignite Planners first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ignite Planners held 295,276 shares of Schwab US Large- Cap ETF worth $8.69M as of Q2 2026.
  • Ignite Planners bought 18,037 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $515K.
  • Schwab US Large- Cap ETF made up 1.19% of Ignite Planners's portfolio in Q2 2026, its #13 holding.
  • Ignite Planners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.