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Belpointe Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Belpointe Asset 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
Q2 		$38.6M Sell
1,311,273
-31,769
-2% -$907K 1.26% 12
2026
Q1 		$34.4M Sell
1,343,042
-129,717
-9% -$3.48M 1.26% 12
2025
Q4 		$39.6M Buy
1,472,759
+36,919
+3% +$986K 1.43% 11
2025
Q3 		$37.8M Buy
1,435,840
+56,590
+4% +$1.44M 1.44% 10
2025
Q2 		$33.7M Sell
1,379,250
-5,525
-0.4% -$125K 1.4% 12
2025
Q1 		$30.6M Buy
1,384,775
+1,371,177
+10,084% +$31.9M 1.59% 9
2024
Q4 		$906K Sell
13,598
-27,913
-67% -$651K 0.05% 344
2024
Q3 		$939K Buy
41,511
+8,940
+27% +$195K 0.06% 330
2024
Q2 		$698K Buy
+32,571
New +$673K 0.05% 369
2023
Q2 		– Sell
-20,745
Closed -$334K – 2856
2023
Q1 		$334K Buy
20,745
+198
+1% +$3.12K 0.02% 706
2022
Q4 		$309K Sell
20,547
-139,677
-87% -$2.11M 0.02% 717
2022
Q3 		$2.26M Buy
160,224
+435
+0.3% +$6.83K 0.15% 129
2022
Q2 		$2.38M Sell
159,789
-5,202
-3% -$84.3K 0.16% 136
2022
Q1 		$2.96M Sell
164,991
-7,665
-4% -$136K 0.18% 112
2021
Q4 		$3.27M Buy
172,656
+564
+0.3% +$10.4K 0.2% 103
2021
Q3 		$2.98M Sell
172,092
-10,230
-6% -$182K 0.2% 105
2021
Q2 		$3.16M Sell
182,322
-5,322
-3% -$89.8K 0.23% 85
2021
Q1 		$3M Sell
187,644
-49,746
-21% -$779K 0.26% 74
2020
Q4 		$3.6M Sell
237,390
-264
-0.1% -$3.78K 0.32% 61
2020
Q3 		$3.19M Sell
237,654
-60,774
-20% -$807K 0.36% 53
2020
Q2 		$3.69M Sell
298,428
-112,134
-27% -$1.31M 0.48% 36
2020
Q1 		$4.19M Buy
410,562
+6,366
+2% +$77.3K 0.73% 24
2019
Q4 		$5.17M Buy
404,196
+4,878
+1% +$59.8K 0.66% 26
2019
Q3 		$4.72M Sell
399,318
-672
-0.2% -$7.92K 0.76% 22
2019
Q2 		$4.68M Sell
399,990
-1,084,788
-73% -$12.5M 0.92% 17
2019
Q1 		$13.6M Buy
1,484,778
+1,125,264
+313% +$12.2M 2.66% 5
2018
Q4 		$3.58M Sell
359,514
-49,308
-12% -$529K 0.91% 14
2018
Q3 		$4.74M Buy
408,822
+293,382
+254% +$3.34M 0.75% 18
2018
Q2 		$1.25M Buy
115,440
+61,068
+112% +$659K 0.35% 45
2018
Q1 		$572K Buy
54,372
+10,314
+23% +$112K 0.17% 126
2017
Q4 		$468K Sell
44,058
-6
-0% -$62 0.1% 239
2017
Q3 		$441K Buy
+44,064
New +$433K 0.1% 225

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Belpointe Asset Management's SCHX Position: Q2 2026 in Review

Belpointe Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q2 2026, selling an estimated $907K and leaving 1,311,273 shares worth $38.6M. The position accounts for 1.26% of the portfolio, ranked #12.

Belpointe Asset Management first reported a position in SCHX in Q3 2017 and has held it in 32 quarters since. The position peaked at $39.6M in Q4 2025. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Belpointe Asset Management held 1,311,273 shares of Schwab US Large- Cap ETF worth $38.6M as of Q2 2026.
  • Belpointe Asset Management sold 31,769 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $907K.
  • Schwab US Large- Cap ETF made up 1.26% of Belpointe Asset Management's portfolio in Q2 2026, its #12 holding.
  • Belpointe Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 32 quarters since.
  • Belpointe Asset Management's Schwab US Large- Cap ETF position peaked at $39.6M in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.