S.E.E.D. Planning Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

S.E.E.D. Planning Group’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	$3.35M	Buy	113,966 +15,866	+16%	+$453K	0.89%	36
2026 Q1	$2.52M	Buy	98,100 +7,872	+9%	+$211K	0.73%	34
2025 Q4	$2.43M	Sell	90,228 -802	-0.9%	-$21.4K	0.69%	36
2025 Q3	$2.4M	Sell	91,030 -3,076	-3%	-$78.1K	0.7%	35
2025 Q2	$2.3M	Sell	94,106 -795	-0.8%	-$18K	0.72%	37
2025 Q1	$2.1M	Sell	94,901 -6,155	-6%	-$143K	0.71%	40
2024 Q4	$2.34M	Sell	101,056 -1,928	-2%	-$44.9K	0.78%	39
2024 Q3	$2.33M	Buy	102,984 +12,495	+14%	+$272K	0.77%	39
2024 Q2	$1.94M	Sell	90,489 -27,624	-23%	-$571K	0.7%	41
2024 Q1	$2.44M	Buy	118,113 +24,381	+26%	+$480K	0.89%	35
2023 Q4	$1.76M	Sell	93,732 -26,766	-22%	-$470K	0.71%	40
2023 Q3	$2.03M	Sell	120,498 -31,773	-21%	-$557K	0.78%	37
2023 Q2	$2.66M	Sell	152,271 -28,533	-16%	-$471K	0.93%	35
2023 Q1	$2.92M	Sell	180,804 -27,480	-13%	-$432K	1.13%	34
2022 Q4	$3.13M	Sell	208,284 -15,312	-7%	-$232K	1.36%	33
2022 Q3	$3.16M	Sell	223,596 -8,064	-3%	-$127K	1.48%	33
2022 Q2	$3.45M	Sell	231,660 -1,326	-0.6%	-$21.5K	1.56%	27
2022 Q1	$4.18M	Buy	232,986 +11,778	+5%	+$209K	1.78%	23
2021 Q4	$4.2M	Sell	221,208 -8,580	-4%	-$159K	1.82%	24
2021 Q3	$3.98M	Sell	229,788 -3,666	-2%	-$65.4K	1.88%	23
2021 Q2	$4.04M	Sell	233,454 -11,550	-5%	-$195K	1.99%	17
2021 Q1	$3.92M	Sell	245,004 -84,060	-26%	-$1.32M	2.15%	17
2020 Q4	$4.99M	Sell	329,064 -11,664	-3%	-$167K	2.99%	7
2020 Q3	$4.58M	Sell	340,728 -40,062	-11%	-$532K	3.36%	6
2020 Q2	$4.7M	Sell	380,790 -21,870	-5%	-$255K	3.68%	6
2020 Q1	$4.11M	Sell	402,660 -799,566	-67%	-$9.71M	3.99%	7
2019 Q4	$15.4M	Buy	+1,202,226	New	+$14.7M	13.38%	1

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

S.E.E.D. Planning Group's SCHX Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, buying an estimated $453K and bringing the position to 113,966 shares worth $3.35M. The position accounts for 0.89% of the portfolio, ranked #36.

S.E.E.D. Planning Group first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.4M in Q4 2019. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

S.E.E.D. Planning Group held 113,966 shares of Schwab US Large- Cap ETF worth $3.35M as of Q2 2026.
S.E.E.D. Planning Group bought 15,866 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $453K.
Schwab US Large- Cap ETF made up 0.89% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #36 holding.
S.E.E.D. Planning Group first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
S.E.E.D. Planning Group's Schwab US Large- Cap ETF position peaked at $15.4M in Q4 2019.
1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.