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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
Q2 		$2M Buy
67,841
+6,278
+10% +$179K 0.05% 157
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
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

Retirement Planning Group (Kansas)'s SCHX Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, buying an estimated $179K and bringing the position to 67,841 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #157.

Retirement Planning Group (Kansas) first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.92M in Q4 2018. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Retirement Planning Group (Kansas) held 67,841 shares of Schwab US Large- Cap ETF worth $2M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 6,278 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $179K.
  • Schwab US Large- Cap ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #157 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Retirement Planning Group (Kansas)'s Schwab US Large- Cap ETF position peaked at $3.92M in Q4 2018.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.