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Plancorp LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Plancorp LLC’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 		$2.64M Sell
89,348
-86
-0.1% -$2.46K 0.06% 116
2026
Q1 		$2.39M Sell
89,434
-4,409
-5% -$118K 0.07% 99
2025
Q4 		$2.53M Sell
93,843
-400
-0.4% -$10.7K 0.08% 94
2025
Q3 		$2.48M Sell
94,243
-38,887
-29% -$988K 0.08% 99
2025
Q2 		$3.25M Buy
133,130
+321
+0.2% +$7.26K 0.11% 77
2025
Q1 		$2.93M Buy
132,809
+18,518
+16% +$431K 0.12% 77
2024
Q4 		$2.65M Buy
114,291
+402
+0.4% +$9.37K 0.11% 69
2024
Q3 		$2.58M Sell
113,889
-546
-0.5% -$11.9K 0.11% 71
2024
Q2 		$2.45M Buy
114,435
+540
+0.5% +$11.2K 0.11% 71
2024
Q1 		$2.36M Buy
113,895
+831
+0.7% +$16.4K 0.1% 73
2023
Q4 		$2.13M Sell
113,064
-5,151
-4% -$90.5K 0.1% 74
2023
Q3 		$1.99M Buy
118,215
+28,629
+32% +$502K 0.11% 73
2023
Q2 		$1.56M Sell
89,586
-30
-0% -$495 0.08% 83
2023
Q1 		$1.44M Buy
89,616
+30
+0% +$472 0.08% 89
2022
Q4 		$1.35M Sell
89,586
-3,363
-4% -$50.9K 0.08% 82
2022
Q3 		$1.31M Hold
92,949
– – 0.09% 79
2022
Q2 		$1.38M Hold
92,949
– – 0.09% 79
2022
Q1 		$1.67M Buy
92,949
+231
+0.2% +$4.09K 0.11% 76
2021
Q4 		$1.76M Sell
92,718
-3,774
-4% -$69.7K 0.11% 76
2021
Q3 		$1.67M Buy
96,492
+84,384
+697% +$1.5M 0.12% 69
2021
Q2 		$210K Buy
+12,108
New +$204K 0.02% 212

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Plancorp LLC's SCHX Position: Q2 2026 in Review

Plancorp LLC reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.1% in Q2 2026, selling an estimated $2.46K and leaving 89,348 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #116.

Plancorp LLC first reported a position in SCHX in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.25M in Q2 2025. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Plancorp LLC held 89,348 shares of Schwab US Large- Cap ETF worth $2.64M as of Q2 2026.
  • Plancorp LLC sold 86 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.46K.
  • Schwab US Large- Cap ETF made up 0.06% of Plancorp LLC's portfolio in Q2 2026, its #116 holding.
  • Plancorp LLC first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Plancorp LLC's Schwab US Large- Cap ETF position peaked at $3.25M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.