Retirement Planning Group (Kansas)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Retirement Planning Group (Kansas)’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	$1.58M	Buy	61,563 +17,925	+41%	+$481K	0.05%	161
2025 Q4	$1.17M	Buy	43,638 +1,688	+4%	+$45.1K	0.04%	172
2025 Q3	$1.1M	Sell	41,950 -272	-0.6%	-$6.91K	0.04%	176
2025 Q2	$1.03M	Sell	42,222 -3,255	-7%	-$73.6K	0.04%	143
2025 Q1	$1M	Sell	45,477 -11,187	-20%	-$260K	0.05%	134
2024 Q4	$1.31M	Sell	56,664 -19,764	-26%	-$461K	0.07%	106
2024 Q3	$1.73M	Buy	76,428 +19,683	+35%	+$429K	0.09%	93
2024 Q2	$1.22M	Buy	56,745 +11,355	+25%	+$235K	0.08%	94
2024 Q1	$939K	Sell	45,390 -3	-0%	-$59	0.07%	105
2023 Q4	$853K	Sell	45,393 -1,149	-2%	-$20.2K	0.08%	90
2023 Q3	$785K	Hold	46,542	–	–	0.08%	69
2023 Q2	$812K	Buy	46,542 +3	+0%	+$50	0.08%	72
2023 Q1	$750K	Hold	46,539	–	–	0.08%	66
2022 Q4	$700K	Sell	46,539 -1,368	-3%	-$20.7K	0.08%	71
2022 Q3	$676K	Sell	47,907 -6,282	-12%	-$98.6K	0.09%	69
2022 Q2	$807K	Sell	54,189 -6,234	-10%	-$101K	0.1%	57
2022 Q1	$1.08M	Sell	60,423 -975	-2%	-$17.3K	0.12%	44
2021 Q4	$1.17M	Buy	61,398 +5,814	+10%	+$107K	0.11%	38
2021 Q3	$964K	Sell	55,584 -24,120	-30%	-$430K	0.11%	36
2021 Q2	$1.38M	Buy	79,704 +34,500	+76%	+$582K	0.16%	36
2021 Q1	$723K	Sell	45,204 -2,844	-6%	-$44.6K	0.1%	39
2020 Q4	$728K	Buy	48,048 +4,338	+10%	+$62.1K	0.11%	38
2020 Q3	$587K	Hold	43,710	–	–	0.1%	40
2020 Q2	$540K	Sell	43,710 -5,136	-11%	-$59.9K	0.1%	42
2020 Q1	$499K	Sell	48,846 -40,476	-45%	-$492K	0.12%	36
2019 Q4	$1.14M	Sell	89,322 -354	-0.4%	-$4.34K	0.23%	32
2019 Q3	$1.06M	Sell	89,676 -11,646	-11%	-$137K	0.22%	32
2019 Q2	$1.19M	Buy	101,322 +282	+0.3%	+$3.24K	0.27%	27
2019 Q1	$1.14M	Sell	101,040 -293,118	-74%	-$3.18M	0.27%	27
2018 Q4	$3.92M	Buy	+394,158	New	+$4.23M	1.05%	20

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCHX Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Schwab US Large- Cap ETF (SCHX) stake by 41% in Q1 2026, buying an estimated $481K and bringing the position to 61,563 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #161.

Retirement Planning Group (Kansas) first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.92M in Q4 2018. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Retirement Planning Group (Kansas) held 61,563 shares of Schwab US Large- Cap ETF worth $1.58M as of Q1 2026.
Retirement Planning Group (Kansas) bought 17,925 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $481K.
Schwab US Large- Cap ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #161 holding.
Retirement Planning Group (Kansas) first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
Retirement Planning Group (Kansas)'s Schwab US Large- Cap ETF position peaked at $3.92M in Q4 2018.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.