SPC
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Sigma Planning Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sigma Planning Corp’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 		$13.4M Sell
522,948
-10,909
-2% -$293K 0.37% 43
2025
Q4 		$14.4M Sell
533,857
-23,966
-4% -$640K 0.4% 37
2025
Q3 		$14.7M Sell
557,823
-30
-0% -$762 0.42% 33
2025
Q2 		$13.6M Buy
557,853
+13,246
+2% +$299K 0.41% 36
2025
Q1 		$12M Sell
544,607
-29,208
-5% -$680K 0.38% 45
2024
Q4 		$13.3M Sell
573,815
-3,124
-0.5% -$72.8K 0.42% 41
2024
Q3 		$13M Buy
576,939
+22,770
+4% +$496K 0.4% 43
2024
Q2 		$11.9M Buy
554,169
+10,305
+2% +$213K 0.38% 43
2024
Q1 		$11.3M Buy
543,864
+438,807
+418% +$8.64M 0.35% 46
2023
Q4 		$1.98M Sell
105,057
-357,546
-77% -$6.28M 0.15% 133
2023
Q3 		$7.8M Buy
462,603
+34,443
+8% +$604K 0.29% 64
2023
Q2 		$7.47M Buy
428,160
+10,389
+2% +$172K 0.27% 68
2023
Q1 		$6.74M Buy
417,771
+30,474
+8% +$480K 0.22% 96
2022
Q4 		$5.83M Buy
387,297
+16,725
+5% +$253K 0.21% 109
2022
Q3 		$5.23M Buy
370,572
+18,465
+5% +$290K 0.2% 109
2022
Q2 		$5.24M Buy
352,107
+73,512
+26% +$1.19M 0.18% 122
2022
Q1 		$5M Buy
278,595
+2,241
+0.8% +$39.7K 0.15% 143
2021
Q4 		$5.24M Buy
276,354
+10,170
+4% +$188K 0.15% 146
2021
Q3 		$4.62M Buy
266,184
+14,478
+6% +$258K 0.14% 161
2021
Q2 		$4.36M Buy
251,706
+3,606
+1% +$60.8K 0.13% 173
2021
Q1 		$3.97M Buy
248,100
+5,664
+2% +$88.7K 0.13% 188
2020
Q4 		$3.67M Buy
242,436
+36,186
+18% +$518K 0.13% 179
2020
Q3 		$2.77M Buy
206,250
+2,784
+1% +$37K 0.11% 198
2020
Q2 		$2.51M Sell
203,466
-21,714
-10% -$253K 0.11% 191
2020
Q1 		$2.3M Sell
225,180
-8,124
-3% -$98.7K 0.14% 157
2019
Q4 		$2.99M Buy
233,304
+22,218
+11% +$272K 0.13% 170
2019
Q3 		$2.5M Buy
211,086
+2,286
+1% +$26.9K 0.12% 181
2019
Q2 		$2.44M Buy
208,800
+9,960
+5% +$114K 0.13% 181
2019
Q1 		$2.24M Buy
198,840
+1,170
+0.6% +$12.7K 0.13% 179
2018
Q4 		$1.97M Buy
197,670
+1,176
+0.6% +$12.6K 0.14% 157
2018
Q3 		$2.28M Buy
196,494
+5,190
+3% +$59K 0.13% 167
2018
Q2 		$2.07M Sell
191,304
-546
-0.3% -$5.89K 0.14% 172
2018
Q1 		$2.02M Buy
191,850
+720
+0.4% +$7.83K 0.15% 162
2017
Q4 		$2.03M Buy
191,130
+816
+0.4% +$8.45K 0.16% 164
2017
Q3 		$1.9M Buy
190,314
+17,580
+10% +$173K 0.16% 161
2017
Q2 		$1.66M Buy
172,734
+786
+0.5% +$7.5K 0.16% 164
2017
Q1 		$1.61M Buy
171,948
+732
+0.4% +$6.77K 0.16% 166
2016
Q4 		$1.52M Buy
171,216
+1,128
+0.7% +$9.8K 0.17% 147
2016
Q3 		$1.46M Buy
170,088
+594
+0.4% +$5.09K 0.17% 142
2016
Q2 		$1.41M Buy
169,494
+678
+0.4% +$5.57K 0.18% 134
2016
Q1 		$1.37M Buy
+168,816
New +$1.3M 0.19% 127
2015
Q3 		– Sell
-41,496
Closed -$341K – 742
2015
Q2 		$341K Buy
+41,496
New +$348K 0.05% 452

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

Sigma Planning Corp's SCHX Position: Q1 2026 in Review

Sigma Planning Corp reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q1 2026, selling an estimated $293K and leaving 522,948 shares worth $13.4M. The position accounts for 0.37% of the portfolio, ranked #43.

Sigma Planning Corp first reported a position in SCHX in Q2 2015 and has held it in 42 quarters since. The position peaked at $14.7M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Sigma Planning Corp held 522,948 shares of Schwab US Large- Cap ETF worth $13.4M as of Q1 2026.
  • Sigma Planning Corp sold 10,909 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $293K.
  • Schwab US Large- Cap ETF made up 0.37% of Sigma Planning Corp's portfolio in Q1 2026, its #43 holding.
  • Sigma Planning Corp first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 42 quarters since.
  • Sigma Planning Corp's Schwab US Large- Cap ETF position peaked at $14.7M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.