Centerpoint Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Centerpoint Advisors’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
2025 Q1	–	Sell	-2,472	Closed	-$57K	–	443
2024 Q4	$57K	Hold	2,472	–	–	0.02%	163
2024 Q3	$56K	Hold	2,472	–	–	0.02%	164
2024 Q2	$53K	Hold	2,472	–	–	0.02%	170
2024 Q1	$51K	Hold	2,472	–	–	0.02%	165
2023 Q4	$46K	Hold	2,472	–	–	0.02%	158
2023 Q3	$42K	Buy	+2,472	New	+$43.4K	0.02%	160

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Centerpoint Advisors's SCHX Position: Q1 2025 in Review

Centerpoint Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 2,472 shares — an estimated $57K sold.

Centerpoint Advisors first reported a position in SCHX in Q3 2023 and held it in 6 quarters. The position peaked at $57K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Centerpoint Advisors reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 2,472 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $57K.
Centerpoint Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 6 quarters.
Centerpoint Advisors's Schwab US Large- Cap ETF position peaked at $57K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.