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

Planning Project 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
2025 Q4	$134K	Buy	+4,991	New	+$133K	0.03%	39

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $65.5B AUM 24.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Planning Project LLC's SCHX Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2025: 4,991 shares worth $134K. The stake represents 0.03% of the portfolio and ranks #39 among its holdings.

1,553 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Planning Project LLC held 4,991 shares of Schwab US Large- Cap ETF worth $134K as of Q4 2025.
Schwab US Large- Cap ETF was a new Planning Project LLC position in Q4 2025.
Schwab US Large- Cap ETF made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #39 holding.
1,553 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.