AFA
American Financial Advisors’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 | $1.88M | Buy |
77,073
+13
| +0% | +$318 | 0.26% | 42 |
|
|
2025
Q1 | $1.7M | Sell |
77,060
-2,208
| -3% | -$48.8K | 0.25% | 43 |
|
|
2024
Q4 | $1.84M | Buy |
79,268
+52,844
| +200% | +$1.22M | 0.26% | 43 |
|
|
2024
Q3 | $1.79M | Buy |
26,424
+3,125
| +13% | +$212K | 0.24% | 45 |
|
|
2024
Q2 | $1.5M | Buy |
23,299
+676
| +3% | +$43.4K | 0.21% | 49 |
|
|
2024
Q1 | $1.4M | Buy |
22,623
+438
| +2% | +$27.2K | 0.2% | 52 |
|
|
2023
Q4 | $1.25M | Buy |
22,185
+2,997
| +16% | +$169K | 0.19% | 50 |
|
|
2023
Q3 | $971K | Buy |
19,188
+4,326
| +29% | +$219K | 0.15% | 57 |
|
|
2023
Q2 | $778K | Buy |
14,862
+1,166
| +9% | +$61.1K | 0.12% | 66 |
|
|
2023
Q1 | $662K | Buy |
13,696
+683
| +5% | +$33K | 0.11% | 70 |
|
|
2022
Q4 | $588K | Buy |
13,013
+585
| +5% | +$26.4K | 0.1% | 72 |
|
|
2022
Q3 | $526K | Buy |
12,428
+701
| +6% | +$29.7K | 0.09% | 74 |
|
|
2022
Q2 | $524K | Buy |
11,727
+220
| +2% | +$9.83K | 0.14% | 48 |
|
|
2022
Q1 | $620K | Buy |
11,507
+5,720
| +99% | +$308K | 0.09% | 74 |
|
|
2021
Q4 | $659K | Buy |
5,787
+65
| +1% | +$7.4K | 0.08% | 76 |
|
|
2021
Q3 | $595K | Sell |
5,722
-56
| -1% | -$5.82K | 0.08% | 79 |
|
|
2021
Q2 | $601K | Buy |
5,778
+30
| +0.5% | +$3.12K | 0.08% | 81 |
|
|
2021
Q1 | $552K | Buy |
5,748
+53
| +0.9% | +$5.09K | 0.08% | 81 |
|
|
2020
Q4 | $518K | Buy |
5,695
+40
| +0.7% | +$3.64K | 0.07% | 75 |
|
|
2020
Q3 | $456K | Sell |
5,655
-119
| -2% | -$9.6K | 0.07% | 72 |
|
|
2020
Q2 | $445K | Buy |
5,774
+98
| +2% | +$7.55K | 0.07% | 70 |
|
|
2020
Q1 | $388K | Sell |
5,676
-23
| -0.4% | -$1.57K | 0.07% | 66 |
|
|
2019
Q4 | $402K | Buy |
5,699
+140
| +3% | +$9.88K | 0.07% | 61 |
|
|
2019
Q3 | $394K | Buy |
5,559
+11
| +0.2% | +$780 | 0.07% | 61 |
|
|
2019
Q2 | $389K | Buy |
5,548
+516
| +10% | +$36.2K | 0.08% | 67 |
|
|
2019
Q1 | $340K | Buy |
5,032
+58
| +1% | +$3.92K | 0.07% | 80 |
|
|
2018
Q4 | $297K | Buy |
+4,974
| New | +$297K | 0.07% | 73 |
|