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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
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
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 $1.54B AUM 16.9% 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

S.E.E.D. Planning Group's SCHX Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its Schwab US Large- Cap ETF (SCHX) stake by 8.7% in Q1 2026, buying an estimated $211K and bringing the position to 98,100 shares worth $2.52M. The position accounts for 0.73% of the portfolio, ranked #34.

S.E.E.D. Planning Group first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.4M in Q4 2019. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • S.E.E.D. Planning Group held 98,100 shares of Schwab US Large- Cap ETF worth $2.52M as of Q1 2026.
  • S.E.E.D. Planning Group bought 7,872 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $211K.
  • Schwab US Large- Cap ETF made up 0.73% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #34 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 26 quarters since.
  • S.E.E.D. Planning Group's Schwab US Large- Cap ETF position peaked at $15.4M in Q4 2019.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.