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Investment Planning Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Investment Planning 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 		$1.04M Hold
35,379
– – 0.24% 43
2026
Q1 		$907K Buy
35,379
+4,738
+15% +$127K 0.25% 43
2025
Q4 		$825K Buy
30,641
+58
+0.2% +$1.55K 0.24% 42
2025
Q3 		$806K Buy
30,583
+54
+0.2% +$1.37K 0.25% 43
2025
Q2 		$746K Buy
30,529
+19,339
+173% +$437K 0.26% 36
2025
Q1 		$247K Buy
11,190
+462
+4% +$10.8K 0.1% 65
2024
Q4 		$249K Buy
+10,728
New +$250K 0.11% 59

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Investment Planning Advisors's SCHX Position: Q2 2026 in Review

Investment Planning Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 35,379 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #43.

Investment Planning Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 986 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Investment Planning Advisors held 35,379 shares of Schwab US Large- Cap ETF worth $1.04M as of Q2 2026.
  • Investment Planning Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.24% of Investment Planning Advisors's portfolio in Q2 2026, its #43 holding.
  • Investment Planning Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 986 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.