PAW
SCHX icon

Plan A Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Plan A Wealth’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 		$920K Buy
31,264
+812
+3% +$23.2K 0.39% 32
2026
Q1 		$781K Buy
30,452
+5,422
+22% +$145K 0.37% 34
2025
Q4 		$674K Sell
25,030
-306
-1% -$8.17K 0.33% 47
2025
Q3 		$667K Buy
25,336
+1,906
+8% +$48.4K 0.34% 43
2025
Q2 		$573K Buy
23,430
+6,868
+41% +$155K 0.32% 57
2025
Q1 		$366K Buy
16,562
+2,569
+18% +$59.8K 0.28% 61
2024
Q4 		$324K Buy
+13,993
New +$326K 0.3% 58

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

Plan A Wealth's SCHX Position: Q2 2026 in Review

Plan A Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 31,264 shares worth $920K. The position accounts for 0.39% of the portfolio, ranked #32.

Plan A Wealth first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Plan A Wealth held 31,264 shares of Schwab US Large- Cap ETF worth $920K as of Q2 2026.
  • Plan A Wealth bought 812 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $23.2K.
  • Schwab US Large- Cap ETF made up 0.39% of Plan A Wealth's portfolio in Q2 2026, its #32 holding.
  • Plan A Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.