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

Trust Point Inc’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 		$1.69M Hold
57,413
– – 0.14% 83
2026
Q1 		$1.47M Hold
57,413
– – 0.13% 90
2025
Q4 		$1.54M Buy
57,413
+4,843
+9% +$129K 0.12% 83
2025
Q3 		$1.38M Hold
52,570
– – 0.11% 91
2025
Q2 		$1.28M Buy
52,570
+34,930
+198% +$790K 0.12% 90
2025
Q1 		$389K Buy
+17,640
New +$411K 0.04% 275

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Trust Point Inc's SCHX Position: Q2 2026 in Review

Trust Point Inc held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 57,413 shares worth $1.69M. The position accounts for 0.14% of the portfolio, ranked #83.

Trust Point Inc first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Trust Point Inc held 57,413 shares of Schwab US Large- Cap ETF worth $1.69M as of Q2 2026.
  • Trust Point Inc left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.14% of Trust Point Inc's portfolio in Q2 2026, its #83 holding.
  • Trust Point Inc first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.