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

Kerr 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
2026
Q2 		$11.8K Buy
401
+1
+0.3% +$29 0.01% 344
2026
Q1 		$11.2K Sell
400
-396
-50% -$10.6K 0.01% 351
2025
Q4 		$21.2K Buy
796
+398
+100% +$10.6K 0.03% 270
2025
Q3 		$10.6K Buy
+398
New +$10.1K 0.01% 348

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

Kerr Financial Planning's SCHX Position: Q2 2026 in Review

Kerr Financial Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, buying an estimated $29 and bringing the position to 401 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #344.

Kerr Financial Planning first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.2K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Kerr Financial Planning held 401 shares of Schwab US Large- Cap ETF worth $11.8K as of Q2 2026.
  • Kerr Financial Planning bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #344 holding.
  • Kerr Financial Planning first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Schwab US Large- Cap ETF position peaked at $21.2K in Q4 2025.
  • 1,595 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.