DecisionPoint Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

DecisionPoint Financial’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	$564K	Hold	19,205	–	–	0.1%	36
2026 Q1	$492K	Sell	19,205 -1,675	-8%	-$44.9K	0.11%	35
2025 Q4	$562K	Hold	20,880	–	–	0.12%	33
2025 Q3	$552K	Buy	20,880 +1	+0%	+$25	0.13%	33
2025 Q2	$511K	Hold	20,879	–	–	0.13%	32
2025 Q1	$461K	Buy	20,879 +20,838	+50,824%	+$485K	0.13%	33
2024 Q4	$947	Sell	41 -1	-2%	-$23	﹤0.01%	234
2024 Q3	$929	Hold	42	–	–	﹤0.01%	225
2024 Q2	$889	Hold	42	–	–	﹤0.01%	225
2024 Q1	$820	Buy	+42	New	+$827	﹤0.01%	252

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

DecisionPoint Financial's SCHX Position: Q2 2026 in Review

DecisionPoint Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 19,205 shares worth $564K. The position accounts for 0.1% of the portfolio, ranked #36.

DecisionPoint Financial first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

DecisionPoint Financial held 19,205 shares of Schwab US Large- Cap ETF worth $564K as of Q2 2026.
DecisionPoint Financial left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.1% of DecisionPoint Financial's portfolio in Q2 2026, its #36 holding.
DecisionPoint Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.