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Fort Point Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fort Point Capital Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,103
Closed -$307K – 300
2025
Q2 		$307K Buy
+11,103
New +$292K 0.02% 280
2024
Q3 		– Sell
-22,119
Closed -$546K – 335
2024
Q2 		$546K Buy
+22,119
New +$547K 0.07% 186

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Fort Point Capital Partners's SCHV Position: Q3 2025 in Review

Fort Point Capital Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 11,103 shares — an estimated $307K sold.

Fort Point Capital Partners first reported a position in SCHV in Q2 2024 and held it in 2 quarters. The position peaked at $546K in Q2 2024. 869 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Fort Point Capital Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 11,103 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $307K.
  • Fort Point Capital Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 2 quarters.
  • Fort Point Capital Partners's Schwab US Large-Cap Value ETF position peaked at $546K in Q2 2024.
  • 869 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.