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Planned Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-4,665
Closed -$106K – 539
2024
Q3 		$106K Buy
+4,665
New +$102K 0.04% 197
2024
Q1 		– Sell
-3,912
Closed -$73.5K – 465
2023
Q4 		$73.5K Buy
+3,912
New +$68.7K 0.03% 228

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's SCHX Position: Q4 2024 in Review

Planned Solutions sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 4,665 shares — an estimated $106K sold.

Planned Solutions first reported a position in SCHX in Q4 2023 and held it in 2 quarters. The position peaked at $106K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Planned Solutions reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 4,665 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $106K.
  • Planned Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Schwab US Large- Cap ETF position peaked at $106K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.