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Riverpoint Wealth Management Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Riverpoint Wealth Management Holdings’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 		$2.35M Buy
79,842
+22
+0% +$628 0.43% 21
2026
Q1 		$2.05M Buy
79,820
+26
+0% +$697 0.44% 22
2025
Q4 		$2.15M Buy
79,794
+26
+0% +$694 0.46% 21
2025
Q3 		$2.1M Sell
79,768
-7,601
-9% -$193K 0.46% 22
2025
Q2 		$2.14M Sell
87,369
-686
-0.8% -$15.5K 0.5% 20
2025
Q1 		$1.94M Buy
88,055
+26
+0% +$605 0.5% 19
2024
Q4 		$2.04M Buy
88,029
+30
+0% +$699 0.53% 20
2024
Q3 		$1.99M Buy
87,999
+51
+0.1% +$1.11K 0.51% 19
2024
Q2 		$1.88M Hold
87,948
– – 0.52% 19
2024
Q1 		$1.82M Buy
87,948
+27
+0% +$532 0.51% 20
2023
Q4 		$1.65M Buy
87,921
+36
+0% +$632 0.49% 21
2023
Q3 		$1.48M Buy
87,885
+30
+0% +$526 0.49% 20
2023
Q2 		$1.53M Buy
87,855
+33
+0% +$545 0.49% 20
2023
Q1 		$1.42M Sell
87,822
-1,110
-1% -$17.5K 0.49% 19
2022
Q4 		$1.34M Buy
88,932
+39
+0% +$590 0.49% 18
2022
Q3 		$1.25M Buy
88,893
+384
+0.4% +$6.03K 0.53% 19
2022
Q2 		$1.32M Buy
88,509
+354
+0.4% +$5.74K 0.53% 18
2022
Q1 		$1.58M Buy
88,155
+261
+0.3% +$4.62K 0.55% 18
2021
Q4 		$1.67M Buy
87,894
+324
+0.4% +$5.99K 0.57% 18
2021
Q3 		$1.52M Buy
87,570
+276
+0.3% +$4.92K 0.53% 18
2021
Q2 		$1.51M Buy
87,294
+144
+0.2% +$2.43K 0.42% 30
2021
Q1 		$1.4M Buy
87,150
+24
+0% +$376 0.42% 31
2020
Q4 		$1.32M Buy
87,126
+36
+0% +$515 0.42% 34
2020
Q3 		$1.17M Buy
87,090
+48
+0.1% +$638 0.43% 34
2020
Q2 		$1.07M Sell
87,042
-189,408
-69% -$2.21M 0.42% 32
2020
Q1 		$2.82M Buy
+276,450
New +$3.36M 1.38% 17

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

Riverpoint Wealth Management Holdings's SCHX Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, buying an estimated $628 and bringing the position to 79,842 shares worth $2.35M. The position accounts for 0.43% of the portfolio, ranked #21.

Riverpoint Wealth Management Holdings first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.82M in Q1 2020. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 79,842 shares of Schwab US Large- Cap ETF worth $2.35M as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 22 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $628.
  • Schwab US Large- Cap ETF made up 0.43% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #21 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Riverpoint Wealth Management Holdings's Schwab US Large- Cap ETF position peaked at $2.82M in Q1 2020.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.