Alliance Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.8M | Sell |
2,176,358
-35,873
| -2% | -$962K | 12.21% | 1 |
|
|
2025
Q4 | $59.5M | Sell |
2,212,231
-32,753
| -1% | -$875K | 13.06% | 1 |
|
|
2025
Q3 | $59.1M | Sell |
2,244,984
-35,612
| -2% | -$904K | 13.15% | 1 |
|
|
2025
Q2 | $55.7M | Buy |
2,280,596
+74,084
| +3% | +$1.67M | 14.19% | 1 |
|
|
2025
Q1 | $48.7M | Sell |
2,206,512
-63,113
| -3% | -$1.47M | 13.12% | 1 |
|
|
2024
Q4 | $52.6M | Buy |
2,269,625
+4,211
| +0.2% | +$98.1K | 14.08% | 1 |
|
|
2024
Q3 | $51.2M | Buy |
2,265,414
+2,985
| +0.1% | +$65K | 13.63% | 1 |
|
|
2024
Q2 | $48.5M | Sell |
2,262,429
-64,809
| -3% | -$1.34M | 13.83% | 1 |
|
|
2024
Q1 | $48.1M | Sell |
2,327,238
-3,249
| -0.1% | -$64K | 14.13% | 1 |
|
|
2023
Q4 | $43.8M | Buy |
+2,330,487
| New | +$40.9M | 13.67% | 1 |
|
|
2023
Q2 | $43.3M | Sell |
2,477,697
-76,848
| -3% | -$1.27M | 14.05% | 1 |
|
|
2023
Q1 | $41.2M | Buy |
2,554,545
+9,882
| +0.4% | +$156K | 13.99% | 1 |
|
|
2022
Q4 | $38.3M | Buy |
2,544,663
+20,964
| +0.8% | +$317K | 14.01% | 1 |
|
|
2022
Q3 | $35.6M | Buy |
2,523,699
+155,946
| +7% | +$2.45M | 13.85% | 1 |
|
|
2022
Q2 | $35.2M | Sell |
2,367,753
-77,163
| -3% | -$1.25M | 13.02% | 1 |
|
|
2022
Q1 | $43.9M | Sell |
2,444,916
-82,698
| -3% | -$1.46M | 14.28% | 1 |
|
|
2021
Q4 | $47.9M | Buy |
2,527,614
+6,954
| +0.3% | +$128K | 14.87% | 1 |
|
|
2021
Q3 | $43.7M | Sell |
2,520,660
-22,044
| -0.9% | -$393K | 14.19% | 1 |
|
|
2021
Q2 | $44.1M | Buy |
2,542,704
+18,042
| +0.7% | +$304K | 14.64% | 1 |
|
|
2021
Q1 | $40.4M | Buy |
2,524,662
+36,030
| +1% | +$564K | 15.24% | 1 |
|
|
2020
Q4 | $37.7M | Sell |
2,488,632
-59,274
| -2% | -$848K | 14.86% | 1 |
|
|
2020
Q3 | $34.2M | Sell |
2,547,906
-109,164
| -4% | -$1.45M | 14.7% | 1 |
|
|
2020
Q2 | $32.8M | Buy |
2,657,070
+237,522
| +10% | +$2.77M | 14.98% | 1 |
|
|
2020
Q1 | $24.7M | Sell |
2,419,548
-183,666
| -7% | -$2.23M | 13.17% | 2 |
|
|
2019
Q4 | $33.3M | Buy |
2,603,214
+50,208
| +2% | +$615K | 14.86% | 1 |
|
|
2019
Q3 | $30.2M | Buy |
2,553,006
+4,356
| +0.2% | +$51.3K | 14.51% | 1 |
|
|
2019
Q2 | $29.8M | Buy |
2,548,650
+84,474
| +3% | +$970K | 14.61% | 1 |
|
|
2019
Q1 | $27.8M | Buy |
2,464,176
+167,766
| +7% | +$1.82M | 14.72% | 1 |
|
|
2018
Q4 | $22.8M | Sell |
2,296,410
-21,336
| -0.9% | -$229K | 13.64% | 1 |
|
|
2018
Q3 | $26.9M | Buy |
2,317,746
+179,208
| +8% | +$2.04M | 14.66% | 1 |
|
|
2018
Q2 | $23.2M | Sell |
2,138,538
-460,752
| -18% | -$4.97M | 13.41% | 1 |
|
|
2018
Q1 | $27.3M | Buy |
2,599,290
+92,478
| +4% | +$1.01M | 12.81% | 1 |
|
|
2017
Q4 | $26.7M | Sell |
2,506,812
-2,441,412
| -49% | -$25.3M | 13.21% | 1 |
|
|
2017
Q3 | $49.5M | Buy |
4,948,224
+2,598,186
| +111% | +$25.5M | 12.6% | 1 |
|
|
2017
Q2 | $22.6M | Buy |
2,350,038
+43,374
| +2% | +$414K | 12.68% | 1 |
|
|
2017
Q1 | $21.9M | Buy |
+2,306,664
| New | +$21.3M | 12.66% | 1 |
|
|
2016
Q1 | – | Sell |
-34,476
| Closed | -$279K | – | 38 |
|
|
2015
Q4 | $279K | Buy |
+34,476
| New | +$281K | 0.27% | 26 |
|
Other funds holding SCHX
HSA
MGIA
SFG
