SFPM
SCHX icon

Sensible Financial Planning & Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sensible Financial Planning & Management’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
2025
Q3 		$13M Sell
495,277
-11,961
-2% -$304K 2.37% 11
2025
Q2 		$12.4M Buy
507,238
+335
+0.1% +$7.57K 2.35% 11
2025
Q1 		$11.2M Sell
506,903
-1,081
-0.2% -$25.2K 2.23% 13
2024
Q4 		$11.8M Sell
507,984
-18,756
-4% -$437K 2.44% 10
2024
Q3 		$11.9M Sell
526,740
-23,910
-4% -$521K 2.35% 10
2024
Q2 		$11.8M Sell
550,650
-5,592
-1% -$116K 2.55% 10
2024
Q1 		$11.5M Sell
556,242
-18,522
-3% -$365K 2.54% 10
2023
Q4 		$10.8M Sell
574,764
-39,084
-6% -$686K 2.53% 10
2023
Q3 		$10.4M Sell
613,848
-25,311
-4% -$444K 2.6% 10
2023
Q2 		$11.2M Sell
639,159
-22,383
-3% -$370K 2.62% 10
2023
Q1 		$10.7M Sell
661,542
-57,486
-8% -$905K 2.52% 10
2022
Q4 		$10.8M Sell
719,028
-43,782
-6% -$663K 2.69% 10
2022
Q3 		$10.8M Sell
762,810
-14,382
-2% -$226K 2.77% 10
2022
Q2 		$11.6M Sell
777,192
-11,529
-1% -$187K 2.92% 9
2022
Q1 		$14.2M Buy
788,721
+3,837
+0.5% +$67.9K 3.78% 9
2021
Q4 		$14.9M Buy
784,884
+65,748
+9% +$1.21M 4.23% 8
2021
Q3 		$12.5M Buy
719,136
+29,040
+4% +$518K 4.06% 7
2021
Q2 		$12M Sell
690,096
-3,672
-0.5% -$62K 4.04% 8
2021
Q1 		$11.1M Sell
693,768
-49,092
-7% -$769K 4.08% 8
2020
Q4 		$11.3M Sell
742,860
-85,902
-10% -$1.23M 4.2% 8
2020
Q3 		$11.1M Sell
828,762
-30,708
-4% -$408K 4.56% 4
2020
Q2 		$10.6M Sell
859,470
-191,466
-18% -$2.23M 4.56% 4
2020
Q1 		$10.7M Sell
1,050,936
-50,142
-5% -$609K 5.11% 4
2019
Q4 		$14.1M Sell
1,101,078
-16,920
-2% -$207K 5.94% 4
2019
Q3 		$13.2M Buy
1,117,998
+35,346
+3% +$417K 5.71% 5
2019
Q2 		$12.7M Sell
1,082,652
-9,804
-0.9% -$113K 5.42% 5
2019
Q1 		$12.3M Buy
1,092,456
+34,452
+3% +$373K 5.57% 5
2018
Q4 		$10.5M Buy
1,058,004
+166,008
+19% +$1.78M 5.1% 5
2018
Q3 		$10.3M Buy
891,996
+70,848
+9% +$805K 4.8% 5
2018
Q2 		$8.89M Buy
821,148
+91,332
+13% +$985K 4.22% 7
2018
Q1 		$7.67M Buy
729,816
+160,284
+28% +$1.74M 3.66% 8
2017
Q4 		$6.05M Buy
569,532
+150,870
+36% +$1.56M 3.09% 8
2017
Q3 		$4.19M Buy
418,662
+312,144
+293% +$3.06M 2.31% 9
2017
Q2 		$1.03M Buy
+106,518
New +$1.02M 0.64% 13

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sensible Financial Planning & Management's SCHX Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q3 2025, selling an estimated $304K and leaving 495,277 shares worth $13M. The position accounts for 2.37% of the portfolio, ranked #11.

Sensible Financial Planning & Management first reported a position in SCHX in Q2 2017 and has held it in 34 quarters since. The position peaked at $14.9M in Q4 2021. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Sensible Financial Planning & Management held 495,277 shares of Schwab US Large- Cap ETF worth $13M as of Q3 2025.
  • Sensible Financial Planning & Management sold 11,961 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $304K.
  • Schwab US Large- Cap ETF made up 2.37% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #11 holding.
  • Sensible Financial Planning & Management first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 34 quarters since.
  • Sensible Financial Planning & Management's Schwab US Large- Cap ETF position peaked at $14.9M in Q4 2021.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.