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

Clear Point 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
2026 Q1	$2.02M	Sell	78,688 -897	-1%	-$24.1K	1.56%	15
2025 Q4	$2.14M	Sell	79,585 -5,779	-7%	-$154K	1.66%	13
2025 Q3	$2.25M	Sell	85,364 -2,538	-3%	-$64.5K	1.75%	13
2025 Q2	$2.15M	Sell	87,902 -125	-0.1%	-$2.83K	1.81%	14
2025 Q1	$1.94M	Buy	88,027 +199	+0.2%	+$4.63K	1.75%	14
2024 Q4	$2.04M	Sell	87,828 -219	-0.2%	-$5.1K	1.74%	15
2024 Q3	$1.99M	Buy	88,047 +627	+0.7%	+$13.7K	1.54%	15
2024 Q2	$1.87M	Sell	87,420 -1,932	-2%	-$39.9K	1.54%	14
2024 Q1	$1.85M	Buy	89,352 +480	+0.5%	+$9.45K	1.52%	12
2023 Q4	$1.67M	Buy	+88,872	New	+$1.56M	1.48%	12

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

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

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

Clear Point Advisors's SCHX Position: Q1 2026 in Review

Clear Point Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q1 2026, selling an estimated $24.1K and leaving 78,688 shares worth $2.02M. The position accounts for 1.56% of the portfolio, ranked #15.

Clear Point Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Clear Point Advisors held 78,688 shares of Schwab US Large- Cap ETF worth $2.02M as of Q1 2026.
Clear Point Advisors sold 897 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $24.1K.
Schwab US Large- Cap ETF made up 1.56% of Clear Point Advisors's portfolio in Q1 2026, its #15 holding.
Clear Point Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Schwab US Large- Cap ETF position peaked at $2.25M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.