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

United Financial 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 		– Sell
-169
Closed -$4.54K – 597
2025
Q4 		$4.54K Buy
169
+1
+0.6% +$27 ﹤0.01% 278
2025
Q3 		$4.43K Buy
+168
New +$4.27K ﹤0.01% 181

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

United Financial Planning Group's SCHX Position: Q1 2026 in Review

United Financial Planning Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 169 shares — an estimated $4.54K sold.

United Financial Planning Group first reported a position in SCHX in Q3 2025 and held it in 2 quarters. The position peaked at $4.54K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • United Financial Planning Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 169 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $4.54K.
  • United Financial Planning Group first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Schwab US Large- Cap ETF position peaked at $4.54K in Q4 2025.
  • 1,546 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.