Belpointe Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $40.4M | Buy |
1,345,311
+34,038
| +3% | +$1.02M | 1.11% | 14 |
|
|
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% | +$6.82K | 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 | $3.28M | 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
Belpointe Asset Management's SCHX Position: Q3 2026 in Review
Belpointe Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q3 2026, buying an estimated $1.02M and bringing the position to 1,345,311 shares worth $40.4M. The position accounts for 1.11% of the portfolio, ranked #14.
Belpointe Asset Management first reported a position in SCHX in Q3 2017 and has held it in 33 quarters since. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.
- Belpointe Asset Management held 1,345,311 shares of Schwab US Large- Cap ETF worth $40.4M as of Q3 2026.
- Belpointe Asset Management bought 34,038 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $1.02M.
- Schwab US Large- Cap ETF made up 1.11% of Belpointe Asset Management's portfolio in Q3 2026, its #14 holding.
- Belpointe Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 33 quarters since.
- 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.
Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.