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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
Q2 		$2.31M Sell
78,586
-102
-0.1% -$2.91K 2.05% 11
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Clear Point Advisors's SCHX Position: Q2 2026 in Review

Clear Point Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q2 2026, selling an estimated $2.91K and leaving 78,586 shares worth $2.31M. The position accounts for 2.05% of the portfolio, ranked #11.

Clear Point Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Clear Point Advisors held 78,586 shares of Schwab US Large- Cap ETF worth $2.31M as of Q2 2026.
  • Clear Point Advisors sold 102 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.91K.
  • Schwab US Large- Cap ETF made up 2.05% of Clear Point Advisors's portfolio in Q2 2026, its #11 holding.
  • Clear Point Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.