WP
SCHX icon

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

WealthPLAN 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
2026
Q2 		$750K Sell
25,483
-4,658
-15% -$133K 0.14% 127
2026
Q1 		$773K Buy
30,141
+536
+2% +$14.4K 0.15% 128
2025
Q4 		$797K Sell
29,605
-729
-2% -$19.5K 0.12% 142
2025
Q3 		$799K Sell
30,334
-106
-0.3% -$2.69K 0.12% 142
2025
Q2 		$744K Buy
30,440
+966
+3% +$21.8K 0.12% 145
2025
Q1 		$651K Sell
29,474
-637
-2% -$14.8K 0.09% 153
2024
Q4 		$698K Sell
30,111
-59,148
-66% -$1.38M 0.1% 145
2024
Q3 		$2.02M Sell
89,259
-3,849
-4% -$83.9K 0.27% 93
2024
Q2 		$1.99M Sell
93,108
-1,260
-1% -$26K 0.21% 108
2024
Q1 		$1.95M Sell
94,368
-2,271
-2% -$44.7K 0.2% 118
2023
Q4 		$1.82M Sell
96,639
-1,008
-1% -$17.7K 0.19% 122
2023
Q3 		$1.65M Buy
97,647
+1,509
+2% +$26.5K 0.19% 116
2023
Q2 		$1.68M Sell
96,138
-381
-0.4% -$6.29K 0.24% 101
2023
Q1 		$1.56M Buy
96,519
+33
+0% +$519 0.18% 113
2022
Q4 		$1.57M Buy
+96,486
New +$1.46M 0.11% 137
2022
Q1 		$1.13M Buy
68,997
+3,345
+5% +$59.2K 0.08% 162
2021
Q4 		$1.17M Sell
65,652
-2,820
-4% -$52.1K 0.08% 162
2021
Q3 		$1.28M Sell
68,472
-3,126
-4% -$55.7K 0.09% 151
2021
Q2 		$1.28M Buy
71,598
+1,362
+2% +$23K 0.09% 134
2021
Q1 		$1.18M Sell
70,236
-2,850
-4% -$44.6K 0.09% 132
2020
Q4 		$1.15M Sell
73,086
-882
-1% -$12.6K 0.1% 128
2020
Q3 		$1.05M Sell
73,968
-3,942
-5% -$52.4K 0.1% 122
2020
Q2 		$1.05M Sell
77,910
-9,876
-11% -$115K 0.11% 118
2020
Q1 		$995K Sell
87,786
-5,202
-6% -$63.2K 0.13% 107
2019
Q4 		$1.25M Sell
92,988
-7,860
-8% -$96.3K 0.15% 96
2019
Q3 		$1.24M Sell
100,848
-1,974
-2% -$23.3K 0.17% 97
2019
Q2 		$1.2M Buy
102,822
+53,952
+110% +$620K 0.18% 94
2019
Q1 		$555K Buy
48,870
+4,392
+10% +$47.6K 0.09% 156
2018
Q4 		$492K Sell
44,478
-3,708
-8% -$39.8K 0.08% 155
2018
Q3 		$507K Buy
48,186
+20,832
+76% +$237K 0.09% 140
2018
Q2 		$296K Buy
+27,354
New +$295K 0.06% 190
2015
Q2 		$41K Buy
+4,998
New +$42K 0.02% 192

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

WealthPLAN Partners's SCHX Position: Q2 2026 in Review

WealthPLAN Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2026, selling an estimated $133K and leaving 25,483 shares worth $750K. The position accounts for 0.14% of the portfolio, ranked #127.

WealthPLAN Partners first reported a position in SCHX in Q2 2015 and has held it in 32 quarters since. The position peaked at $2.02M in Q3 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • WealthPLAN Partners held 25,483 shares of Schwab US Large- Cap ETF worth $750K as of Q2 2026.
  • WealthPLAN Partners sold 4,658 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $133K.
  • Schwab US Large- Cap ETF made up 0.14% of WealthPLAN Partners's portfolio in Q2 2026, its #127 holding.
  • WealthPLAN Partners first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 32 quarters since.
  • WealthPLAN Partners's Schwab US Large- Cap ETF position peaked at $2.02M in Q3 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.