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 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 $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 $1.81B AUM 22.3% 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

DecisionPoint Financial's SCHX Position: Q1 2026 in Review

DecisionPoint Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 8% in Q1 2026, selling an estimated $44.9K and leaving 19,205 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #35.

DecisionPoint Financial first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $562K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

DecisionPoint Financial held 19,205 shares of Schwab US Large- Cap ETF worth $492K as of Q1 2026.
DecisionPoint Financial sold 1,675 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $44.9K.
Schwab US Large- Cap ETF made up 0.11% of DecisionPoint Financial's portfolio in Q1 2026, its #35 holding.
DecisionPoint Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
DecisionPoint Financial's Schwab US Large- Cap ETF position peaked at $562K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.