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High Point Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

High Point Wealth Management’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 		$23.2K Buy
788
+2
+0.3% +$57 0.02% 182
2026
Q1 		$20.2K Buy
786
+2
+0.3% +$54 0.02% 188
2025
Q4 		$21.1K Buy
+784
New +$20.9K 0.02% 192

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

High Point Wealth Management's SCHX Position: Q2 2026 in Review

High Point Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, buying an estimated $57 and bringing the position to 788 shares worth $23.2K. The position accounts for 0.02% of the portfolio, ranked #182.

High Point Wealth Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • High Point Wealth Management held 788 shares of Schwab US Large- Cap ETF worth $23.2K as of Q2 2026.
  • High Point Wealth Management bought 2 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $57.
  • Schwab US Large- Cap ETF made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #182 holding.
  • High Point Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.