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

Fort Point Capital Partners’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	$1.24M	Hold	48,307	–	–	0.15%	85
2025 Q4	$1.32M	Sell	48,307 -2,174	-4%	-$58.1K	0.15%	87
2025 Q3	$1.33M	Sell	50,481 -3,739	-7%	-$95K	0.16%	91
2025 Q2	$1.33M	Buy	54,220 +44,018	+431%	+$995K	0.1%	124
2025 Q1	$225K	Buy	+10,202	New	+$237K	0.02%	294

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

Fort Point Capital Partners's SCHX Position: Q1 2026 in Review

Fort Point Capital Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 48,307 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #85.

Fort Point Capital Partners first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Fort Point Capital Partners held 48,307 shares of Schwab US Large- Cap ETF worth $1.24M as of Q1 2026.
Fort Point Capital Partners left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.15% of Fort Point Capital Partners's portfolio in Q1 2026, its #85 holding.
Fort Point Capital Partners first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
Fort Point Capital Partners's Schwab US Large- Cap ETF position peaked at $1.33M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.