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

Plotkin 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
Q1 		$2.08M Buy
81,104
+1,637
+2% +$43.9K 1.04% 23
2025
Q4 		$2.14M Sell
79,467
-52
-0.1% -$1.39K 1.04% 22
2025
Q3 		$2.09M Sell
79,519
-21
-0% -$533 1.04% 22
2025
Q2 		$1.94M Buy
79,540
+1,088
+1% +$24.6K 1.07% 22
2025
Q1 		$1.73M Buy
78,452
+9,162
+13% +$213K 1.07% 22
2024
Q4 		$1.61M Buy
69,290
+1,958
+3% +$45.6K 0.95% 29
2024
Q3 		$1.52M Buy
67,332
+4,077
+6% +$88.8K 0.91% 28
2024
Q2 		$1.35M Buy
63,255
+10,020
+19% +$207K 0.87% 29
2024
Q1 		$1.1M Buy
53,235
+855
+2% +$16.8K 0.73% 32
2023
Q4 		$985K Buy
52,380
+17,637
+51% +$310K 0.75% 26
2023
Q3 		$586K Buy
34,743
+11,085
+47% +$194K 0.52% 32
2023
Q2 		$413K Sell
23,658
-1,575
-6% -$26K 0.34% 48
2023
Q1 		$407K Sell
25,233
-7,611
-23% -$120K 0.38% 44
2022
Q4 		$494K Hold
32,844
– – 0.5% 37
2022
Q3 		$464K Buy
32,844
+10,413
+46% +$163K 0.47% 37
2022
Q2 		$334K Buy
22,431
+6,861
+44% +$111K 0.32% 47
2022
Q1 		$279K Hold
15,570
– – 0.2% 65
2021
Q4 		$295K Hold
15,570
– – 0.19% 66
2021
Q3 		$270K Hold
15,570
– – 0.16% 76
2021
Q2 		$270K Hold
15,570
– – 0.15% 79
2021
Q1 		$249K Hold
15,570
– – 0.15% 62
2020
Q4 		$236K Hold
15,570
– – 0.16% 56
2020
Q3 		$209K Buy
+15,570
New +$207K 0.23% 60

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Plotkin Financial Advisors's SCHX Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q1 2026, buying an estimated $43.9K and bringing the position to 81,104 shares worth $2.08M. The position accounts for 1.04% of the portfolio, ranked #23.

Plotkin Financial Advisors first reported a position in SCHX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.14M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Plotkin Financial Advisors held 81,104 shares of Schwab US Large- Cap ETF worth $2.08M as of Q1 2026.
  • Plotkin Financial Advisors bought 1,637 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $43.9K.
  • Schwab US Large- Cap ETF made up 1.04% of Plotkin Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Plotkin Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Plotkin Financial Advisors's Schwab US Large- Cap ETF position peaked at $2.14M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.