Adams Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57M | Sell |
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|
2025
Q2 | $64.6M | Sell |
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|
2025
Q1 | $59.7M | Sell |
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|
2024
Q4 | $67.9M | Buy |
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|
2024
Q3 | $65.1M | Buy |
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|
2024
Q2 | $60.9M | Sell |
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|
2024
Q1 | $59.2M | Buy |
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|
2023
Q4 | $49.8M | Sell |
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|
2023
Q3 | $78.2M | Sell |
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|
2023
Q2 | $84.5M | Buy |
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|
2023
Q1 | $76.7M | Sell |
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|
2022
Q4 | $84.4M | Sell |
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|
2022
Q3 | $116M | Sell |
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|
2022
Q2 | $134M | Buy |
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|
2022
Q1 | $135M | Buy |
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|
2021
Q4 | $137M | Buy |
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|
2021
Q3 | $122M | Buy |
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|
2021
Q2 | $106M | Buy |
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|
2021
Q1 | $96.5M | Buy |
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|
2020
Q4 | $68.2M | Buy |
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|
2020
Q3 | $48M | Buy |
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|
2020
Q2 | $38.1M | Buy |
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|
2020
Q1 | $27.2M | Buy |
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