Advisors Capital Management’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
Q2 | $355K | Buy |
14,512
+4,792
| +49% | +$117K | ﹤0.01% | 422 |
|
|
2025
Q1 | $215K | Sell |
9,720
-214
| -2% | -$4.73K | ﹤0.01% | 491 |
|
|
2024
Q4 | $230K | Buy |
9,934
+214
| +2% | +$4.96K | ﹤0.01% | 483 |
|
|
2024
Q3 | $220K | Sell |
9,720
-8,883
| -48% | -$201K | ﹤0.01% | 472 |
|
|
2024
Q2 | $398K | Buy |
18,603
+1,227
| +7% | +$26.3K | 0.01% | 384 |
|
|
2024
Q1 | $359K | Buy |
+17,376
| New | +$359K | 0.01% | 395 |
|
|
2022
Q4 | – | Sell |
-52,749
| Closed | -$822K | – | 461 |
|
|
2022
Q3 | $822K | Buy |
+52,749
| New | +$822K | 0.02% | 266 |
|