American Financial Advisors’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 | $1.88M | Buy |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $971K | Buy |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $526K | Buy |
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $659K | Buy |
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|
2021
Q3 | $595K | Sell |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $552K | Buy |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $456K | Sell |
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|
2020
Q2 | $445K | Buy |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $402K | Buy |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $340K | Buy |
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|
2018
Q4 | $297K | Buy |
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