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Keel Point’s Schwab US Large- Cap ETF SCHX Stock Holding History

Keel Point’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 		$395K Buy
15,388
+6,424
+72% +$172K 0.03% 303
2025
Q4 		$241K Buy
8,964
+744
+9% +$19.9K 0.01% 460
2025
Q3 		$217K Buy
+8,220
New +$209K 0.01% 483
2021
Q3 		– Sell
-46,464
Closed -$805K – 287
2021
Q2 		$805K Sell
46,464
-156,900
-77% -$2.65M 0.09% 126
2021
Q1 		$3.25M Sell
203,364
-5,448
-3% -$85.4K 0.32% 47
2020
Q4 		$3.17M Sell
208,812
-1,392
-0.7% -$19.9K 0.28% 54
2020
Q3 		$2.83M Sell
210,204
-4,062
-2% -$54K 0.26% 52
2020
Q2 		$2.65M Sell
214,266
-246
-0.1% -$2.87K 0.27% 45
2020
Q1 		$2.19M Sell
214,512
-198
-0.1% -$2.4K 0.28% 40
2019
Q4 		$2.75M Sell
214,710
-8,496
-4% -$104K 0.3% 42
2019
Q3 		$2.64M Hold
223,206
– – 0.32% 42
2019
Q2 		$2.61M Sell
223,206
-2,268
-1% -$26.1K 0.3% 42
2019
Q1 		$2.54M Hold
225,474
– – 0.29% 39
2018
Q4 		$2.24M Sell
225,474
-600
-0.3% -$6.44K 0.3% 36
2018
Q3 		$2.62M Sell
226,074
-2,238
-1% -$25.4K 0.33% 32
2018
Q2 		$2.47M Hold
228,312
– – 0.33% 31
2018
Q1 		$2.4M Sell
228,312
-3,540
-2% -$38.5K 0.33% 30
2017
Q4 		$2.46M Sell
231,852
-20,538
-8% -$213K 0.34% 31
2017
Q3 		$2.53M Buy
252,390
+2,730
+1% +$26.8K 0.38% 31
2017
Q2 		$2.4M Buy
249,660
+120
+0% +$1.15K 0.48% 31
2017
Q1 		$2.34M Sell
249,540
-265,134
-52% -$2.45M 0.47% 33
2016
Q4 		$4.57M Sell
514,674
-6,000
-1% -$52.1K 1.03% 23
2016
Q3 		$4.48M Buy
520,674
+191,790
+58% +$1.64M 1.7% 16
2016
Q2 		$2.73M Sell
328,884
-97,632
-23% -$803K 1.17% 16
2016
Q1 		$3.47M Buy
426,516
+426
+0.1% +$3.29K 1.75% 13
2015
Q4 		$3.45M Buy
+426,090
New +$3.47M 1.86% 11

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Keel Point's SCHX Position: Q1 2026 in Review

Keel Point increased its Schwab US Large- Cap ETF (SCHX) stake by 72% in Q1 2026, buying an estimated $172K and bringing the position to 15,388 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #303.

Keel Point first reported a position in SCHX in Q4 2015 and has held it in 26 quarters since. The position peaked at $4.57M in Q4 2016. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Keel Point held 15,388 shares of Schwab US Large- Cap ETF worth $395K as of Q1 2026.
  • Keel Point bought 6,424 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $172K.
  • Schwab US Large- Cap ETF made up 0.03% of Keel Point's portfolio in Q1 2026, its #303 holding.
  • Keel Point first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 26 quarters since.
  • Keel Point's Schwab US Large- Cap ETF position peaked at $4.57M in Q4 2016.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.