Strategic Planning Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic 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	$282K	Buy	9,581 +26	+0.3%	+$742	0.03%	68
2026 Q1	$245K	Buy	9,555 +27	+0.3%	+$724	0.03%	68
2025 Q4	$256K	Buy	9,528 +29	+0.3%	+$774	0.03%	71
2025 Q3	$250K	Buy	9,499 +26	+0.3%	+$660	0.03%	72
2025 Q2	$232K	Sell	9,473 -1,591	-14%	-$36K	0.04%	76
2025 Q1	$244K	Buy	11,064 +34	+0.3%	+$791	0.05%	77
2024 Q4	$256K	Buy	11,030 +38	+0.3%	+$886	0.05%	77
2024 Q3	$249K	Buy	10,992 +66	+0.6%	+$1.44K	0.05%	76
2024 Q2	$234K	Buy	+10,926	New	+$226K	0.05%	73

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Strategic Planning Group's SCHX Position: Q2 2026 in Review

Strategic Planning Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q2 2026, buying an estimated $742 and bringing the position to 9,581 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #68.

Strategic Planning Group first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 411 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Strategic Planning Group held 9,581 shares of Schwab US Large- Cap ETF worth $282K as of Q2 2026.
Strategic Planning Group bought 26 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $742.
Schwab US Large- Cap ETF made up 0.03% of Strategic Planning Group's portfolio in Q2 2026, its #68 holding.
Strategic Planning Group first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
411 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.