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XY Planning Network’s Schwab US Large- Cap ETF SCHX Stock Holding History

XY Planning Network’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 		$379K Buy
+12,881
New +$368K 0.05% 246

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

XY Planning Network's SCHX Position: Q2 2026 in Review

XY Planning Network opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 12,881 shares worth $379K. The stake represents 0.05% of the portfolio and ranks #246 among its holdings.

584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • XY Planning Network held 12,881 shares of Schwab US Large- Cap ETF worth $379K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new XY Planning Network position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #246 holding.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.