AMG
Advisors Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
147,570
+1,457
| +1% | +$35.6K | 0.68% | 48 |
|
|
2025
Q1 | $3.23M | Buy |
146,113
+6,723
| +5% | +$148K | 0.7% | 44 |
|
|
2024
Q4 | $3.23M | Buy |
139,390
+97,908
| +236% | +$2.27M | 0.76% | 41 |
|
|
2024
Q3 | $2.82M | Buy |
41,482
+659
| +2% | +$44.7K | 0.67% | 50 |
|
|
2024
Q2 | $2.62M | Buy |
40,823
+514
| +1% | +$33K | 0.66% | 53 |
|
|
2024
Q1 | $2.5M | Buy |
40,309
+705
| +2% | +$43.8K | 0.62% | 54 |
|
|
2023
Q4 | $2.23M | Sell |
39,604
-274
| -0.7% | -$15.5K | 0.61% | 56 |
|
|
2023
Q3 | $2.02M | Buy |
39,878
+3,116
| +8% | +$158K | 0.61% | 55 |
|
|
2023
Q2 | $1.93M | Sell |
36,762
-751
| -2% | -$39.3K | 0.57% | 58 |
|
|
2023
Q1 | $1.82M | Buy |
37,513
+2,516
| +7% | +$122K | 0.58% | 54 |
|
|
2022
Q4 | $1.58M | Buy |
34,997
+2,076
| +6% | +$93.7K | 0.6% | 50 |
|
|
2022
Q3 | $1.39M | Buy |
32,921
+2,666
| +9% | +$113K | 0.55% | 51 |
|
|
2022
Q2 | $1.35M | Buy |
30,255
+1,012
| +3% | +$45.2K | 0.47% | 54 |
|
|
2022
Q1 | $1.58M | Buy |
29,243
+17,813
| +156% | +$959K | 0.53% | 50 |
|
|
2021
Q4 | $1.3M | Sell |
11,430
-167
| -1% | -$19K | 0.39% | 56 |
|
|
2021
Q3 | $1.21M | Sell |
11,597
-193
| -2% | -$20.1K | 0.37% | 57 |
|
|
2021
Q2 | $1.23M | Buy |
11,790
+1,385
| +13% | +$144K | 0.37% | 59 |
|
|
2021
Q1 | $999K | Buy |
+10,405
| New | +$999K | 0.31% | 60 |
|