Advisors Management Group’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
Q2 | $3.61M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.62M | Buy |
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|
2024
Q1 | $2.5M | Buy |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $999K | Buy |
|