Cardinal Point Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cardinal Point Capital 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	$576K	Buy	19,566 +5,628	+40%	+$161K	0.03%	168
2026 Q1	$357K	Sell	13,938 -552	-4%	-$14.8K	0.02%	209
2025 Q4	$390K	Buy	14,490 +4,422	+44%	+$118K	0.03%	177
2025 Q3	$264K	Sell	10,068 -377,451	-97%	-$9.59M	0.02%	221
2025 Q2	$388K	Buy	387,519 +376,372	+3,376%	+$8.51M	0.03%	161
2025 Q1	$246K	Buy	+11,147	New	+$259K	0.02%	163

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

Cardinal Point Capital Management's SCHX Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 40% in Q2 2026, buying an estimated $161K and bringing the position to 19,566 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #168.

Cardinal Point Capital Management first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cardinal Point Capital Management held 19,566 shares of Schwab US Large- Cap ETF worth $576K as of Q2 2026.
Cardinal Point Capital Management bought 5,628 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $161K.
Schwab US Large- Cap ETF made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #168 holding.
Cardinal Point Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.