AIMC
Alley Investment Management Company’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 | $1.25M | Sell |
51,267
-3,947
| -7% | -$96.5K | 0.15% | 64 |
|
|
2025
Q1 | $1.22M | Sell |
55,214
-1,375
| -2% | -$30.4K | 0.15% | 63 |
|
|
2024
Q4 | $1.31M | Buy |
56,589
+37,479
| +196% | +$869K | 0.17% | 64 |
|
|
2024
Q3 | $1.3M | Sell |
19,110
-385
| -2% | -$26.1K | 0.16% | 64 |
|
|
2024
Q2 | $1.25M | Buy |
19,495
+84
| +0.4% | +$5.4K | 0.17% | 64 |
|
|
2024
Q1 | $1.2M | Sell |
19,411
-47
| -0.2% | -$2.92K | 0.17% | 63 |
|
|
2023
Q4 | $1.1M | Sell |
19,458
-1,738
| -8% | -$98K | 0.16% | 64 |
|
|
2023
Q3 | $1.07M | Buy |
21,196
+10
| +0% | +$506 | 0.18% | 64 |
|
|
2023
Q2 | $1.11M | Buy |
21,186
+41
| +0.2% | +$2.15K | 0.18% | 65 |
|
|
2023
Q1 | $1.02M | Sell |
21,145
-989
| -4% | -$47.8K | 0.17% | 64 |
|
|
2022
Q4 | $999K | Sell |
22,134
-31
| -0.1% | -$1.4K | 0.17% | 65 |
|
|
2022
Q3 | $939K | Buy |
22,165
+165
| +0.8% | +$6.99K | 0.19% | 63 |
|
|
2022
Q2 | $983K | Sell |
22,000
-446
| -2% | -$19.9K | 0.19% | 62 |
|
|
2022
Q1 | $1.21M | Buy |
+22,446
| New | +$1.21M | 0.2% | 62 |
|