WealthPlan Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

WealthPlan Investment Management’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	$6.31M	Buy	246,185 +1,424	+0.6%	+$38.2K	0.35%	70
2025 Q4	$6.59M	Sell	244,761 -2,064	-0.8%	-$55.1K	0.42%	68
2025 Q3	$6.5M	Sell	246,825 -3,239	-1%	-$82.3K	0.43%	75
2025 Q2	$6.11M	Buy	250,064 +191,699	+328%	+$4.33M	0.45%	74
2025 Q1	$1.29M	Sell	58,365 -603	-1%	-$14K	0.13%	121
2024 Q4	$1.37M	Buy	+58,968	New	+$1.37M	0.14%	118
2023 Q1	–	Sell	-96,486	Closed	-$1.57M	–	546
2022 Q4	$1.57M	Buy	96,486 +4,464	+5%	+$67.6K	0.11%	138
2022 Q3	$1.42M	Buy	+92,022	New	+$1.44M	0.1%	138
2022 Q1	$1.13M	Buy	+68,997	New	+$1.22M	0.08%	162

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

HSA

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Betterment LLC New York $52.8B AUM 15.34% 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

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

WealthPlan Investment Management's SCHX Position: Q1 2026 in Review

WealthPlan Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.58% in Q1 2026, buying an estimated $38.2K and bringing the position to 246,185 shares worth $6.31M. The position accounts for 0.35% of the portfolio, ranked #70.

WealthPlan Investment Management first reported a position in SCHX in Q1 2022 and has held it in 9 quarters since. The position peaked at $6.59M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

WealthPlan Investment Management held 246,185 shares of Schwab US Large- Cap ETF worth $6.31M as of Q1 2026.
WealthPlan Investment Management bought 1,424 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $38.2K.
Schwab US Large- Cap ETF made up 0.35% of WealthPlan Investment Management's portfolio in Q1 2026, its #70 holding.
WealthPlan Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's Schwab US Large- Cap ETF position peaked at $6.59M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.