Standpoint Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Standpoint Asset 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 Q3	$82.9M	Buy	2,764,500 +200,200	+8%	+$6M	16.13%	3
2026 Q2	$75.5M	Hold	2,564,300	–	–	15.82%	4
2026 Q1	$65.7M	Sell	2,564,300 -93,200	-4%	-$2.5M	15.95%	3
2025 Q4	$71.5M	Sell	2,657,500 -92,200	-3%	-$2.46M	16.34%	3
2025 Q3	$72.4M	Sell	2,749,700 -492,400	-15%	-$12.5M	16.37%	3
2025 Q2	$79.2M	Sell	3,242,100 -798,300	-20%	-$18M	16.2%	4
2025 Q1	$89.2M	Buy	4,040,400 +267,000	+7%	+$6.22M	16.44%	4
2024 Q4	$87.5M	Hold	3,773,400	–	–	16.86%	4
2024 Q3	$85.3M	Buy	3,773,400 +430,500	+13%	+$9.38M	16.17%	4
2024 Q2	$71.6M	Buy	3,342,900 +354,600	+12%	+$7.33M	16.37%	4
2024 Q1	$61.8M	Buy	2,988,300 +99,900	+3%	+$1.97M	16.1%	4
2023 Q4	$54.3M	Buy	2,888,400 +59,700	+2%	+$1.05M	15.93%	4
2023 Q3	$47.7M	Buy	2,828,700 +92,700	+3%	+$1.63M	15.76%	4
2023 Q2	$47.8M	Buy	2,736,000 +345,300	+14%	+$5.7M	15.67%	4
2023 Q1	$38.5M	Buy	2,390,700 +117,900	+5%	+$1.86M	15.56%	4
2022 Q4	$34.2M	Buy	+2,272,800	New	+$34.4M	15.55%	4

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Standpoint Asset Management's SCHX Position: Q3 2026 in Review

Standpoint Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 7.8% in Q3 2026, buying an estimated $6M and bringing the position to 2,764,500 shares worth $82.9M. The position accounts for 16.13% of the portfolio, ranked #3.

Standpoint Asset Management first reported a position in SCHX in Q4 2022 and has held it in 16 quarters since. The position peaked at $89.2M in Q1 2025. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Standpoint Asset Management held 2,764,500 shares of Schwab US Large- Cap ETF worth $82.9M as of Q3 2026.
Standpoint Asset Management bought 200,200 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $6M.
Schwab US Large- Cap ETF made up 16.13% of Standpoint Asset Management's portfolio in Q3 2026, its #3 holding.
Standpoint Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 16 quarters since.
Standpoint Asset Management's Schwab US Large- Cap ETF position peaked at $89.2M in Q1 2025.
1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Standpoint Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.