Valtinson Bruner Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Valtinson Bruner Financial 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	$702K	Buy	23,846 +57	+0.2%	+$1.63K	0.18%	69
2026 Q1	$610K	Sell	23,789 -1,270	-5%	-$34.1K	0.17%	69
2025 Q4	$674K	Buy	25,059 +3,489	+16%	+$93.2K	0.19%	65
2025 Q3	$568K	Sell	21,570 -4,311	-17%	-$109K	0.17%	71
2025 Q2	$633K	Sell	25,881 -285	-1%	-$6.44K	0.2%	62
2025 Q1	$578K	Buy	26,166 +531	+2%	+$12.4K	0.2%	64
2024 Q4	$594K	Hold	25,635	–	–	0.21%	73
2024 Q3	$580K	Buy	+25,635	New	+$559K	0.2%	78

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Valtinson Bruner Financial Planning's SCHX Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 0.24% in Q2 2026, buying an estimated $1.63K and bringing the position to 23,846 shares worth $702K. The position accounts for 0.18% of the portfolio, ranked #69.

Valtinson Bruner Financial Planning first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Valtinson Bruner Financial Planning held 23,846 shares of Schwab US Large- Cap ETF worth $702K as of Q2 2026.
Valtinson Bruner Financial Planning bought 57 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.63K.
Schwab US Large- Cap ETF made up 0.18% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #69 holding.
Valtinson Bruner Financial Planning first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.