Advisornet Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisornet Financial’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.47M	Sell	101,180 -10,159	-9%	-$248K	0.16%	126
2025 Q1	$2.46M	Buy	111,339 +4,269	+4%	+$94.3K	0.18%	114
2024 Q4	$2.48M	Sell	107,070 -3,567	-3%	-$82.7K	0.21%	105
2024 Q3	$2.5M	Buy	110,637 +20,340	+23%	+$460K	0.19%	122
2024 Q2	$1.93M	Sell	90,297 -453	-0.5%	-$9.7K	0.18%	135
2024 Q1	$1.88M	Buy	90,750 +2,991	+3%	+$61.9K	0.18%	133
2023 Q4	$1.65M	Buy	87,759 +7,902	+10%	+$149K	0.15%	160
2023 Q3	$1.35M	Sell	79,857 -4,968	-6%	-$83.8K	0.12%	172
2023 Q2	$1.48M	Buy	84,825 +651	+0.8%	+$11.4K	0.13%	168
2023 Q1	$1.36M	Buy	84,174 +2,424	+3%	+$39.1K	0.12%	173
2022 Q4	$1.23M	Sell	81,750 -17,100	-17%	-$257K	0.12%	180
2022 Q3	$1.4M	Buy	98,850 +2,463	+3%	+$34.8K	0.14%	166
2022 Q2	$1.44M	Sell	96,387 -5,466	-5%	-$81.4K	0.14%	166
2022 Q1	$1.83M	Sell	101,853 -21,531	-17%	-$386K	0.11%	170
2021 Q4	$2.34M	Sell	123,384 -11,124	-8%	-$211K	0.14%	138
2021 Q3	$2.33M	Buy	134,508 +288	+0.2%	+$4.99K	0.16%	125
2021 Q2	$2.33M	Sell	134,220 -46,170	-26%	-$800K	0.15%	137
2021 Q1	$2.89M	Sell	180,390 -35,082	-16%	-$561K	0.21%	109
2020 Q4	$3.27M	Sell	215,472 -15,960	-7%	-$242K	0.26%	83
2020 Q3	$3.11M	Sell	231,432 -137,778	-37%	-$1.85M	0.27%	83
2020 Q2	$4.56M	Sell	369,210 -8,724	-2%	-$108K	0.37%	63
2020 Q1	$3.86M	Sell	377,934 -403,584	-52%	-$4.12M	0.36%	64
2019 Q4	$10M	Buy	781,518 +277,332	+55%	+$3.55M	0.85%	18
2019 Q3	$5.96M	Buy	504,186 +7,368	+1%	+$87.1K	0.55%	33
2019 Q2	$5.81M	Buy	496,818 +233,964	+89%	+$2.74M	0.64%	26
2019 Q1	$2.96M	Sell	262,854 -22,122	-8%	-$249K	0.36%	61
2018 Q4	$2.84M	Buy	284,976 +2,808	+1%	+$27.9K	0.39%	53
2018 Q3	$3.27M	Sell	282,168 -5,340	-2%	-$61.9K	0.41%	44
2018 Q2	$3.11M	Buy	287,508 +3,366	+1%	+$36.5K	0.42%	41
2018 Q1	$2.99M	Buy	284,142 +51,750	+22%	+$544K	0.41%	47
2017 Q4	$2.47M	Buy	+232,392	New	+$2.47M	0.38%	57