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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
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
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

Standpoint Asset Management's SCHX Position: Q2 2026 in Review

Standpoint Asset Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 2,564,300 shares worth $75.5M. The position accounts for 15.82% of the portfolio, ranked #4.

Standpoint Asset Management first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $89.2M in Q1 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Standpoint Asset Management held 2,564,300 shares of Schwab US Large- Cap ETF worth $75.5M as of Q2 2026.
  • Standpoint Asset Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 15.82% of Standpoint Asset Management's portfolio in Q2 2026, its #4 holding.
  • Standpoint Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Standpoint Asset Management's Schwab US Large- Cap ETF position peaked at $89.2M in Q1 2025.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Standpoint Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.