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 Q3	$578K	Hold	19,205	–	–	0.1%	40
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

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

DecisionPoint Financial's SCHX Position: Q3 2026 in Review

DecisionPoint Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 19,205 shares worth $578K. The position accounts for 0.1% of the portfolio, ranked #40.

DecisionPoint Financial first reported a position in SCHX in Q1 2024 and has held it in 11 quarters since. 681 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

DecisionPoint Financial held 19,205 shares of Schwab US Large- Cap ETF worth $578K as of Q3 2026.
DecisionPoint Financial left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.1% of DecisionPoint Financial's portfolio in Q3 2026, its #40 holding.
DecisionPoint Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 11 quarters since.
681 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.