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White & Co Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

White & Co 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 		$24M Buy
815,684
+7,293
+0.9% +$208K 14.87% 2
2026
Q1 		$20.7M Sell
808,391
-2,378
-0.3% -$63.8K 14.57% 2
2025
Q4 		$21.8M Sell
810,769
-334
-0% -$8.92K 16.31% 1
2025
Q3 		$21.4M Sell
811,103
-18,052
-2% -$458K 16.08% 1
2025
Q2 		$20.2M Buy
829,155
+13,180
+2% +$298K 16.13% 1
2025
Q1 		$17.9M Sell
815,975
-32,204
-4% -$750K 15.44% 1
2024
Q4 		$19.7M Buy
+848,179
New +$19.8M 16.68% 1

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

White & Co Financial Planning's SCHX Position: Q2 2026 in Review

White & Co Financial Planning increased its Schwab US Large- Cap ETF (SCHX) stake by 0.9% in Q2 2026, buying an estimated $208K and bringing the position to 815,684 shares worth $24M. The position accounts for 14.87% of the portfolio, ranked #2.

White & Co Financial Planning first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • White & Co Financial Planning held 815,684 shares of Schwab US Large- Cap ETF worth $24M as of Q2 2026.
  • White & Co Financial Planning bought 7,293 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $208K.
  • Schwab US Large- Cap ETF made up 14.87% of White & Co Financial Planning's portfolio in Q2 2026, its #2 holding.
  • White & Co Financial Planning first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.