Ignite Planners
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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
Q3 		$8.88M Buy
296,084
+808
+0.3% +$24.2K 1.16% 13
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% +$2.18K 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

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Ignite Planners's SCHX Position: Q3 2026 in Review

Ignite Planners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q3 2026, buying an estimated $24.2K and bringing the position to 296,084 shares worth $8.88M. The position accounts for 1.16% of the portfolio, ranked #13.

Ignite Planners first reported a position in SCHX in Q4 2022 and has held it in 16 quarters since. 450 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Ignite Planners held 296,084 shares of Schwab US Large- Cap ETF worth $8.88M as of Q3 2026.
  • Ignite Planners bought 808 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $24.2K.
  • Schwab US Large- Cap ETF made up 1.16% of Ignite Planners's portfolio in Q3 2026, its #13 holding.
  • Ignite Planners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 450 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.