Standpoint Asset Management, LLC / SCHX
Standpoint Asset Management, LLC’s Schwab Strategic Tr Position
Does Standpoint Asset Management, LLC own Schwab Strategic Tr (SCHX)? Yes — 2.56M shares worth $66M (+15.95% of its 13F portfolio) as of Q1 2026, down from 2.66M shares the prior filed quarter.
Position Value
$66M
Q1 2026
Shares
2.56M
% of Portfolio
+15.95%
Quarters Held
14
currently held
Position History SCHX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.56M | $66M | +15.95% |
| Q4 2025 | 2.66M | $72M | +16.34% |
| Q3 2025 | 2.75M | $72M | +16.37% |
| Q2 2025 | 3.24M | $79M | +16.20% |
| Q1 2025 | 4.04M | $89M | +16.44% |
| Q4 2024 | 3.77M | $87M | +16.86% |
| Q3 2024 | 1.26M | $85M | +16.17% |
| Q2 2024 | 1.11M | $72M | +16.37% |
| Q1 2024 | 996.1K | $62M | +16.10% |
| Q4 2023 | 962.8K | $54M | +15.93% |
| Q3 2023 | 942.9K | $48M | +15.76% |
| Q2 2023 | 912.0K | $48M | +15.67% |
| Q1 2023 | 796.9K | $39M | +15.56% |
| Q4 2022 | 757.6K | $34M | +15.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Standpoint Asset Management, LLC’s full portfolio or all institutional holders of SCHX.