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 Q3	$938K	Buy	31,279 +15	+0%	+$449	0.34%	35
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Plan A Wealth's SCHX Position: Q3 2026 in Review

Plan A Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q3 2026, buying an estimated $449 and bringing the position to 31,279 shares worth $938K. The position accounts for 0.34% of the portfolio, ranked #35.

Plan A Wealth first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Plan A Wealth held 31,279 shares of Schwab US Large- Cap ETF worth $938K as of Q3 2026.
Plan A Wealth bought 15 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $449.
Schwab US Large- Cap ETF made up 0.34% of Plan A Wealth's portfolio in Q3 2026, its #35 holding.
Plan A Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.