Vertex Planning Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vertex Planning Partners’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
2025 Q4	–	Sell	-25,051	Closed	-$660K	–	186
2025 Q3	$660K	Hold	25,051	–	–	0.13%	98
2025 Q2	$612K	Hold	25,051	–	–	0.13%	92
2025 Q1	$553K	Buy	25,051 +1	+0%	+$23	0.12%	96
2024 Q4	$581K	Hold	25,050	–	–	0.13%	94
2024 Q3	$567K	Hold	25,050	–	–	0.14%	82
2024 Q2	$536K	Hold	25,050	–	–	0.14%	80
2024 Q1	$518K	Sell	25,050 -570	-2%	-$11.2K	0.14%	86
2023 Q4	$482K	Hold	25,620	–	–	0.14%	85
2023 Q3	$432K	Hold	25,620	–	–	0.15%	75
2023 Q2	$447K	Hold	25,620	–	–	0.15%	73
2023 Q1	$413K	Buy	25,620 +834	+3%	+$13.1K	0.16%	70
2022 Q4	$373K	Buy	+24,786	New	+$375K	0.15%	89

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $57.3B AUM 18.32% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vertex Planning Partners's SCHX Position: Q4 2025 in Review

Vertex Planning Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 25,051 shares — an estimated $660K sold.

Vertex Planning Partners first reported a position in SCHX in Q4 2022 and held it in 12 quarters. The position peaked at $660K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

Vertex Planning Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 25,051 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $660K.
Vertex Planning Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Schwab US Large- Cap ETF position peaked at $660K in Q3 2025.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.