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

LifePlan Financial’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	$809K	Sell	27,475 -1,076	-4%	-$30.7K	0.57%	51
2026 Q1	$732K	Sell	28,551 -1,743	-6%	-$46.8K	0.54%	60
2025 Q4	$815K	Sell	30,294 -1,206	-4%	-$32.2K	0.63%	52
2025 Q3	$830K	Sell	31,500 -2,336	-7%	-$59.3K	0.66%	50
2025 Q2	$827K	Sell	33,836 -127	-0.4%	-$2.87K	0.69%	43
2025 Q1	$750K	Buy	33,963 +1,532	+5%	+$35.7K	0.65%	47
2024 Q4	$752K	Sell	32,431 -4,154	-11%	-$96.8K	0.66%	47
2024 Q3	$827K	Sell	36,585 -1,317	-3%	-$28.7K	0.71%	41
2024 Q2	$812K	Buy	37,902 +159	+0.4%	+$3.29K	0.75%	40
2024 Q1	$781K	Buy	37,743 +108	+0.3%	+$2.13K	0.72%	45
2023 Q4	$708K	Buy	+37,635	New	+$661K	0.71%	44

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LifePlan Financial's SCHX Position: Q2 2026 in Review

LifePlan Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2026, selling an estimated $30.7K and leaving 27,475 shares worth $809K. The position accounts for 0.57% of the portfolio, ranked #51.

LifePlan Financial first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $830K in Q3 2025. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

LifePlan Financial held 27,475 shares of Schwab US Large- Cap ETF worth $809K as of Q2 2026.
LifePlan Financial sold 1,076 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $30.7K.
Schwab US Large- Cap ETF made up 0.57% of LifePlan Financial's portfolio in Q2 2026, its #51 holding.
LifePlan Financial first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Schwab US Large- Cap ETF position peaked at $830K in Q3 2025.
1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.