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Tempus Wealth Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tempus Wealth Planning’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 		$8.55M Buy
290,411
+13,930
+5% +$398K 1.67% 12
2026
Q1 		$7.09M Buy
276,481
+5,088
+2% +$136K 1.63% 11
2025
Q4 		$7.3M Buy
271,393
+9,055
+3% +$242K 1.67% 11
2025
Q3 		$6.91M Buy
262,338
+15,347
+6% +$390K 1.59% 12
2025
Q2 		$6.04M Buy
246,991
+11,555
+5% +$261K 1.5% 14
2025
Q1 		$5.2M Sell
235,436
-4,963
-2% -$116K 1.55% 10
2024
Q4 		$5.57M Buy
240,399
+519
+0.2% +$12.1K 1.7% 12
2024
Q3 		$5.43M Sell
239,880
-1,329
-0.6% -$29K 1.99% 10
2024
Q2 		$5.17M Sell
241,209
-438
-0.2% -$9.05K 2.16% 10
2024
Q1 		$5M Sell
241,647
-9,351
-4% -$184K 2.2% 10
2023
Q4 		$4.72M Buy
250,998
+24,357
+11% +$428K 2.07% 10
2023
Q3 		$3.82M Buy
226,641
+1,338
+0.6% +$23.5K 1.92% 10
2023
Q2 		$3.93M Buy
225,303
+16,248
+8% +$268K 1.77% 10
2023
Q1 		$3.37M Buy
209,055
+36,468
+21% +$574K 1.65% 10
2022
Q4 		$2.6M Buy
172,587
+139,437
+421% +$2.11M 1.58% 12
2022
Q3 		$468K Buy
+33,150
New +$520K 0.31% 89

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Tempus Wealth Planning's SCHX Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 5% in Q2 2026, buying an estimated $398K and bringing the position to 290,411 shares worth $8.55M. The position accounts for 1.67% of the portfolio, ranked #12.

Tempus Wealth Planning first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Tempus Wealth Planning held 290,411 shares of Schwab US Large- Cap ETF worth $8.55M as of Q2 2026.
  • Tempus Wealth Planning bought 13,930 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $398K.
  • Schwab US Large- Cap ETF made up 1.67% of Tempus Wealth Planning's portfolio in Q2 2026, its #12 holding.
  • Tempus Wealth Planning first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.