PMFA
SCHX icon

Plante Moran Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Plante Moran Financial Advisors’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 		$1.44M Buy
48,983
+12,064
+33% +$344K 0.07% 31
2026
Q1 		$947K Buy
36,919
+1
+0% +$27 0.06% 48
2025
Q4 		$993K Buy
36,918
+4,799
+15% +$128K 0.06% 53
2025
Q3 		$846K Buy
32,119
+1
+0% +$25 0.05% 53
2025
Q2 		$785K Buy
32,118
+555
+2% +$12.5K 0.06% 58
2025
Q1 		$697K Sell
31,563
-8,797
-22% -$205K 0.06% 60
2024
Q4 		$936K Buy
40,360
+8,797
+28% +$205K 0.08% 47
2024
Q3 		$714K Buy
31,563
+10,929
+53% +$238K 0.06% 62
2024
Q2 		$442K Sell
20,634
-138
-0.7% -$2.85K 0.04% 87
2024
Q1 		$430K Buy
20,772
+201
+1% +$3.96K 0.05% 94
2023
Q4 		$387K Buy
20,571
+1,533
+8% +$26.9K 0.04% 101
2023
Q3 		$321K Buy
19,038
+150
+0.8% +$2.63K 0.04% 104
2023
Q2 		$330K Sell
18,888
-6
-0% -$99 0.04% 105
2023
Q1 		$305K Sell
18,894
-3,684
-16% -$58K 0.04% 111
2022
Q4 		$340K Buy
22,578
+6,174
+38% +$93.5K 0.05% 107
2022
Q3 		$232K Buy
16,404
+4,380
+36% +$68.7K 0.04% 131
2022
Q2 		$179K Hold
12,024
– – 0.03% 163
2022
Q1 		$216K Hold
12,024
– – 0.04% 158
2021
Q4 		$228K Sell
12,024
-486
-4% -$8.98K 0.04% 166
2021
Q3 		$217K Buy
12,510
+6
+0% +$107 0.05% 177
2021
Q2 		$217K Buy
12,504
+6
+0% +$101 0.05% 165
2021
Q1 		$200K Buy
12,498
+10,140
+430% +$159K 0.05% 173
2020
Q4 		$36K Buy
2,358
+1,866
+379% +$26.7K 0.01% 410
2020
Q3 		$7K Hold
492
– – ﹤0.01% 655
2020
Q2 		$6K Sell
492
-6,762
-93% -$78.8K ﹤0.01% 582
2020
Q1 		$74K Buy
7,254
+5,646
+351% +$68.6K 0.03% 218
2019
Q4 		$21K Sell
1,608
-450
-22% -$5.52K 0.01% 459
2019
Q3 		$24K Sell
2,058
-552
-21% -$6.5K 0.01% 461
2019
Q2 		$31K Sell
2,610
-48
-2% -$551 0.01% 424
2019
Q1 		$30K Buy
2,658
+864
+48% +$9.36K 0.01% 419
2018
Q4 		$18K Buy
1,794
+330
+23% +$3.54K 0.01% 442
2018
Q3 		$17K Buy
1,464
+972
+198% +$11.1K 0.01% 448
2018
Q2 		$5K Sell
492
-6,684
-93% -$72.1K ﹤0.01% 639
2018
Q1 		$75K Buy
7,176
+492
+7% +$5.35K 0.04% 274
2017
Q4 		$71K Hold
6,684
– – 0.04% 278
2017
Q3 		$67K Buy
+6,684
New +$65.6K 0.04% 255

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Plante Moran Financial Advisors's SCHX Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q2 2026, buying an estimated $344K and bringing the position to 48,983 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #31.

Plante Moran Financial Advisors first reported a position in SCHX in Q3 2017 and has held it in 36 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Plante Moran Financial Advisors held 48,983 shares of Schwab US Large- Cap ETF worth $1.44M as of Q2 2026.
  • Plante Moran Financial Advisors bought 12,064 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $344K.
  • Schwab US Large- Cap ETF made up 0.07% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Plante Moran Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 36 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.