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

PDS 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	$242K	Buy	8,230 +1,342	+19%	+$38.3K	0.01%	507
2026 Q1	$177K	Buy	6,888 +1	+0%	+$27	0.01%	532
2025 Q4	$185K	Hold	6,887	–	–	0.01%	524
2025 Q3	$181K	Buy	6,887 +1	+0%	+$25	0.01%	511
2025 Q2	$168K	Sell	6,886 -16,211	-70%	-$367K	0.01%	496
2025 Q1	$510K	Buy	+23,097	New	+$538K	0.04%	206
2023 Q4	–	Sell	-13,251	Closed	-$224K	–	377
2023 Q3	$224K	Buy	+13,251	New	+$232K	0.03%	277
2019 Q1	–	Sell	-26,616	Closed	-$265K	–	91
2018 Q4	$265K	Buy	26,616 +1,668	+7%	+$17.9K	0.23%	62
2018 Q3	$289K	Hold	24,948	–	–	0.25%	58
2018 Q2	$270K	Hold	24,948	–	–	0.27%	56
2018 Q1	$262K	Buy	+24,948	New	+$271K	0.26%	54

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

PDS Planning's SCHX Position: Q2 2026 in Review

PDS Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q2 2026, buying an estimated $38.3K and bringing the position to 8,230 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #507.

PDS Planning first reported a position in SCHX in Q1 2018 and has held it in 11 quarters since. The position peaked at $510K in Q1 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

PDS Planning held 8,230 shares of Schwab US Large- Cap ETF worth $242K as of Q2 2026.
PDS Planning bought 1,342 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $38.3K.
Schwab US Large- Cap ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #507 holding.
PDS Planning first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 11 quarters since.
PDS Planning's Schwab US Large- Cap ETF position peaked at $510K in Q1 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.