Basepoint Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Basepoint Wealth’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	$1.27K	Buy	+43	New	+$1.23K	﹤0.01%	551
2026 Q1	–	Sell	-9,048	Closed	-$244K	–	658
2025 Q4	$244K	Sell	9,048 -9,394	-51%	-$251K	0.15%	85
2025 Q3	$486K	Buy	18,442 +52	+0.3%	+$1.32K	0.34%	55
2025 Q2	$449K	Buy	18,390 +54	+0.3%	+$1.22K	0.35%	59
2025 Q1	$405K	Hold	18,336	–	–	0.32%	60
2024 Q4	$425K	Buy	18,336 +60	+0.3%	+$1.4K	0.34%	61
2024 Q3	$413K	Buy	18,276 +114	+0.6%	+$2.48K	0.3%	65
2024 Q2	$389K	Hold	18,162	–	–	0.31%	66
2024 Q1	$376K	Buy	+18,162	New	+$358K	0.28%	78

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Basepoint Wealth's SCHX Position: Q2 2026 in Review

Basepoint Wealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 43 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Basepoint Wealth previously reported a position in SCHX as recently as Q4 2025.

Basepoint Wealth first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $486K in Q3 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Basepoint Wealth held 43 shares of Schwab US Large- Cap ETF worth $1.27K as of Q2 2026.
Schwab US Large- Cap ETF was a new Basepoint Wealth position in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #551 holding.
Basepoint Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Basepoint Wealth's Schwab US Large- Cap ETF position peaked at $486K in Q3 2025.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.