Adero Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.46M | Sell |
66,265
-87
| -0.1% | -$1.92K | 0.1% | 70 |
|
|
2024
Q4 | $1.54M | Buy |
66,352
+442
| +0.7% | +$10.2K | 0.1% | 70 |
|
|
2024
Q3 | $1.49M | Buy |
65,910
+18
| +0% | +$407 | 0.1% | 68 |
|
|
2024
Q2 | $1.41M | Sell |
65,892
-843
| -1% | -$18.1K | 0.1% | 70 |
|
|
2024
Q1 | $1.38M | Sell |
66,735
-1,206
| -2% | -$24.9K | 0.1% | 71 |
|
|
2023
Q4 | $1.28M | Buy |
67,941
+1,701
| +3% | +$32K | 0.11% | 69 |
|
|
2023
Q3 | $1.12M | Buy |
66,240
+2,460
| +4% | +$41.5K | 0.11% | 69 |
|
|
2023
Q2 | $1.11M | Buy |
63,780
+9
| +0% | +$157 | 0.11% | 67 |
|
|
2023
Q1 | $1.03M | Buy |
63,771
+12
| +0% | +$193 | 0.11% | 68 |
|
|
2022
Q4 | $960K | Buy |
63,759
+12
| +0% | +$181 | 0.12% | 68 |
|
|
2022
Q3 | $951K | Buy |
63,747
+12
| +0% | +$179 | 0.12% | 66 |
|
|
2022
Q2 | $953K | Sell |
63,735
-30,162
| -32% | -$451K | 0.14% | 66 |
|
|
2022
Q1 | $1.69M | Buy |
93,897
+93
| +0.1% | +$1.67K | 0.25% | 46 |
|
|
2021
Q4 | $1.78M | Buy |
93,804
+30,096
| +47% | +$571K | 0.29% | 48 |
|
|
2021
Q3 | $1.11M | Buy |
63,708
+612
| +1% | +$10.6K | 0.2% | 55 |
|
|
2021
Q2 | $1.09M | Buy |
63,096
+6
| +0% | +$104 | 0.25% | 47 |
|
|
2021
Q1 | $1.01M | Buy |
63,090
+2,178
| +4% | +$34.9K | 0.45% | 41 |
|
|
2020
Q4 | $923K | Sell |
60,912
-8,796
| -13% | -$133K | 0.79% | 27 |
|
|
2020
Q3 | $937K | Sell |
69,708
-2,388
| -3% | -$32.1K | 0.75% | 30 |
|
|
2020
Q2 | $890K | Sell |
72,096
-36
| -0% | -$444 | 0.92% | 26 |
|
|
2020
Q1 | $736K | Buy |
72,132
+2,184
| +3% | +$22.3K | 1.22% | 22 |
|
|
2019
Q4 | $895K | Buy |
+69,948
| New | +$895K | 1% | 24 |
|