Blueprint Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Blueprint Investment Partners’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	$7.82M	Buy	265,718 +27,395	+11%	+$782K	0.65%	28
2026 Q1	$6.11M	Sell	238,323 -110,097	-32%	-$2.95M	0.62%	29
2025 Q4	$9.38M	Buy	348,420 +16,870	+5%	+$451K	1%	19
2025 Q3	$8.73M	Sell	331,550 -4,669	-1%	-$119K	1.23%	18
2025 Q2	$8.22M	Buy	336,219 +105,883	+46%	+$2.39M	1.46%	16
2025 Q1	$5.09M	Sell	230,336 -78,322	-25%	-$1.82M	0.93%	28
2024 Q4	$7.15M	Buy	308,658 +212,676	+222%	+$4.96M	1.14%	20
2024 Q3	$2.17M	Buy	+95,982	New	+$2.09M	0.39%	44

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

Blueprint Investment Partners's SCHX Position: Q2 2026 in Review

Blueprint Investment Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, buying an estimated $782K and bringing the position to 265,718 shares worth $7.82M. The position accounts for 0.65% of the portfolio, ranked #28.

Blueprint Investment Partners first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.38M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Blueprint Investment Partners held 265,718 shares of Schwab US Large- Cap ETF worth $7.82M as of Q2 2026.
Blueprint Investment Partners bought 27,395 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $782K.
Schwab US Large- Cap ETF made up 0.65% of Blueprint Investment Partners's portfolio in Q2 2026, its #28 holding.
Blueprint Investment Partners first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
Blueprint Investment Partners's Schwab US Large- Cap ETF position peaked at $9.38M in Q4 2025.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.