AHL Investment 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 | $426K | Sell |
17,440
-3,200
| -16% | -$78.2K | 0.28% | 49 |
|
|
2025
Q1 | $456K | Hold |
20,640
| – | – | 0.31% | 50 |
|
|
2024
Q4 | $478K | Hold |
20,640
| – | – | 0.33% | 50 |
|
|
2024
Q3 | $467K | Hold |
20,640
| – | – | 0.32% | 50 |
|
|
2024
Q2 | $442K | Hold |
20,640
| – | – | 0.32% | 50 |
|
|
2024
Q1 | $427K | Hold |
20,640
| – | – | 0.33% | 48 |
|
|
2023
Q4 | $388K | Hold |
20,640
| – | – | 0.32% | 47 |
|
|
2023
Q3 | $348K | Hold |
20,640
| – | – | 0.31% | 49 |
|
|
2023
Q2 | $360K | Hold |
20,640
| – | – | 0.32% | 48 |
|
|
2023
Q1 | $333K | Hold |
20,640
| – | – | 0.31% | 50 |
|
|
2022
Q4 | $311K | Hold |
20,640
| – | – | 0.29% | 51 |
|
|
2022
Q3 | $291K | Hold |
20,640
| – | – | 0.3% | 47 |
|
|
2022
Q2 | $307K | Sell |
20,640
-108
| -0.5% | -$1.61K | 0.31% | 48 |
|
|
2022
Q1 | $372K | Hold |
20,748
| – | – | 0.34% | 47 |
|
|
2021
Q4 | $394K | Buy |
+20,748
| New | +$394K | 0.36% | 49 |
|