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

Leading Edge 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
Q1 		$1.44M Buy
56,003
+16,197
+41% +$434K 0.3% 24
2025
Q4 		$1.07M Sell
39,806
-432
-1% -$11.5K 0.24% 26
2025
Q3 		$1.06M Sell
40,238
-1,263
-3% -$32.1K 0.27% 25
2025
Q2 		$1.01M Buy
41,501
+177
+0.4% +$4K 0.28% 26
2025
Q1 		$912K Sell
41,324
-39
-0.1% -$908 0.29% 24
2024
Q4 		$959K Buy
41,363
+971
+2% +$22.6K 0.31% 24
2024
Q3 		$914K Sell
40,392
-3,159
-7% -$68.8K 0.31% 26
2024
Q2 		$933K Sell
43,551
-3,105
-7% -$64.2K 0.37% 25
2024
Q1 		$965K Sell
46,656
-5,094
-10% -$100K 0.43% 23
2023
Q4 		$973K Sell
51,750
-7,467
-13% -$131K 0.5% 23
2023
Q3 		$999K Sell
59,217
-1,380
-2% -$24.2K 0.64% 25
2023
Q2 		$1.06M Buy
60,597
+2,616
+5% +$43.2K 0.69% 20
2023
Q1 		$935K Buy
57,981
+5,433
+10% +$85.5K 0.68% 24
2022
Q4 		$791K Buy
+52,548
New +$795K 0.68% 26

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Leading Edge Financial Planning's SCHX Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 41% in Q1 2026, buying an estimated $434K and bringing the position to 56,003 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #24.

Leading Edge Financial Planning first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Leading Edge Financial Planning held 56,003 shares of Schwab US Large- Cap ETF worth $1.44M as of Q1 2026.
  • Leading Edge Financial Planning bought 16,197 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $434K.
  • Schwab US Large- Cap ETF made up 0.3% of Leading Edge Financial Planning's portfolio in Q1 2026, its #24 holding.
  • Leading Edge Financial Planning first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.