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

PlanVest 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
Q2 		$17.7K Buy
603
+3
+0.5% +$86 0.01% 352
2026
Q1 		$15.4K Buy
+600
New +$16.1K 0.01% 344

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

PlanVest Financial's SCHX Position: Q2 2026 in Review

PlanVest Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.5% in Q2 2026, buying an estimated $86 and bringing the position to 603 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #352.

PlanVest Financial first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. 1,569 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • PlanVest Financial held 603 shares of Schwab US Large- Cap ETF worth $17.7K as of Q2 2026.
  • PlanVest Financial bought 3 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $86.
  • Schwab US Large- Cap ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #352 holding.
  • PlanVest Financial first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.