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Hamilton Point Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Hamilton Point Investment Advisors’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 		$26.3K Hold
894
– – ﹤0.01% 181
2026
Q1 		$22.9K Hold
894
– – ﹤0.01% 175
2025
Q4 		$24.1K Hold
894
– – ﹤0.01% 175
2025
Q3 		$23.5K Hold
894
– – ﹤0.01% 149
2025
Q2 		$21.8K Hold
894
– – ﹤0.01% 149
2025
Q1 		$19.7K Sell
894
-589
-40% -$13.7K ﹤0.01% 144
2024
Q4 		$34.4K Buy
1,483
+589
+66% +$13.7K 0.01% 139
2024
Q3 		$20.2K Hold
894
– – ﹤0.01% 150
2024
Q2 		$19.2K Hold
894
– – ﹤0.01% 137
2024
Q1 		$18.5K Hold
894
– – ﹤0.01% 140
2023
Q4 		$16.8K Buy
+894
New +$15.7K ﹤0.01% 144

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Hamilton Point Investment Advisors's SCHX Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 894 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Hamilton Point Investment Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.4K in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Hamilton Point Investment Advisors held 894 shares of Schwab US Large- Cap ETF worth $26.3K as of Q2 2026.
  • Hamilton Point Investment Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #181 holding.
  • Hamilton Point Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Hamilton Point Investment Advisors's Schwab US Large- Cap ETF position peaked at $34.4K in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.