Next Level Wealth Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Next Level Wealth 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 Q3	$31.7K	Buy	+1,055	New	+$31.6K	0.01%	219

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Next Level Wealth Planning's SCHX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 1,055 shares worth $31.7K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Next Level Wealth Planning held 1,055 shares of Schwab US Large- Cap ETF worth $31.7K as of Q3 2026.
Schwab US Large- Cap ETF was a new Next Level Wealth Planning position in Q3 2026.
Schwab US Large- Cap ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #219 holding.
1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.