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

Single Point 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
Q2 		$873K Buy
29,671
+599
+2% +$17.1K 0.15% 42
2026
Q1 		$745K Hold
29,072
– – 0.15% 45
2025
Q4 		$782K Hold
29,072
– – 0.15% 45
2025
Q3 		$766K Sell
29,072
-787
-3% -$20K 0.16% 45
2025
Q2 		$730K Hold
29,859
– – 0.16% 45
2025
Q1 		$659K Sell
29,859
-689
-2% -$16K 0.15% 47
2024
Q4 		$708K Buy
+30,548
New +$712K 0.16% 46
2024
Q2 		– Sell
-31,716
Closed -$656K – 65
2024
Q1 		$656K Sell
31,716
-1,131
-3% -$22.3K 0.15% 48
2023
Q4 		$617K Sell
32,847
-1,737
-5% -$30.5K 0.15% 45
2023
Q3 		$583K Buy
+34,584
New +$607K 0.15% 42
2023
Q2 		– Sell
-35,379
Closed -$570K – 141
2023
Q1 		$570K Sell
35,379
-135
-0.4% -$2.12K 0.12% 64
2022
Q4 		$534K Hold
35,514
– – 0.13% 70
2022
Q3 		$501K Hold
35,514
– – 0.14% 64
2022
Q2 		$529K Hold
35,514
– – 0.14% 59
2022
Q1 		$637K Sell
35,514
-294
-0.8% -$5.21K 0.16% 48
2021
Q4 		$679K Buy
+35,808
New +$661K 0.18% 42
2021
Q3 		– Sell
-37,608
Closed -$652K – 73
2021
Q2 		$652K Buy
37,608
+1,260
+3% +$21.3K 0.22% 33
2021
Q1 		$589K Buy
36,348
+2,994
+9% +$46.9K 0.22% 38
2020
Q4 		$506K Buy
33,354
+816
+3% +$11.7K 0.23% 39
2020
Q3 		$437K Hold
32,538
– – 0.23% 42
2020
Q2 		$402K Hold
32,538
– – 0.23% 42
2020
Q1 		$332K Hold
32,538
– – 0.23% 43
2019
Q4 		$417K Buy
+32,538
New +$399K 0.25% 36

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

Single Point Partners's SCHX Position: Q2 2026 in Review

Single Point Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 29,671 shares worth $873K. The position accounts for 0.15% of the portfolio, ranked #42.

Single Point Partners first reported a position in SCHX in Q4 2019 and has held it in 23 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Single Point Partners held 29,671 shares of Schwab US Large- Cap ETF worth $873K as of Q2 2026.
  • Single Point Partners bought 599 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $17.1K.
  • Schwab US Large- Cap ETF made up 0.15% of Single Point Partners's portfolio in Q2 2026, its #42 holding.
  • Single Point Partners first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.