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

Plan Group 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 Q1	$232K	Buy	+9,031	New	+$242K	0.05%	200

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Plan Group Financial's SCHX Position: Q1 2026 in Review

Plan Group Financial opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 9,031 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #200 among its holdings.

1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Plan Group Financial held 9,031 shares of Schwab US Large- Cap ETF worth $232K as of Q1 2026.
Schwab US Large- Cap ETF was a new Plan Group Financial position in Q1 2026.
Schwab US Large- Cap ETF made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #200 holding.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.