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Keener Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-138
Closed -$3K – 177
2025
Q3 		$3K Hold
138
– – ﹤0.01% 194
2025
Q2 		$3K Hold
138
– – ﹤0.01% 194
2025
Q1 		$3K Hold
138
– – ﹤0.01% 159
2024
Q4 		$3K Buy
+138
New +$3.22K ﹤0.01% 165

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Keener Financial Planning's SCHX Position: Q4 2025 in Review

Keener Financial Planning sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 138 shares — an estimated $3K sold.

Keener Financial Planning first reported a position in SCHX in Q4 2024 and held it in 4 quarters. The position peaked at $3K in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Keener Financial Planning reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 138 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $3K.
  • Keener Financial Planning first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 4 quarters.
  • Keener Financial Planning's Schwab US Large- Cap ETF position peaked at $3K in Q3 2025.
  • 1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.