American Investment Services’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	$2.1M	Sell	86,011 -796	-0.9%	-$19.5K	0.54%	45
2025 Q1	$1.92M	Sell	86,807 -1,996	-2%	-$44.1K	0.34%	61
2024 Q4	$2.06M	Sell	88,803 -1,200	-1%	-$27.8K	0.36%	56
2024 Q3	$2.04M	Sell	90,003 -219	-0.2%	-$4.95K	0.34%	56
2024 Q2	$1.93M	Sell	90,222 -558	-0.6%	-$12K	0.34%	59
2024 Q1	$1.88M	Hold	90,780	–	–	0.33%	61
2023 Q4	$1.71M	Hold	90,780	–	–	0.32%	61
2023 Q3	$1.53M	Hold	90,780	–	–	0.33%	58
2023 Q2	$1.58M	Sell	90,780 -780	-0.9%	-$13.6K	0.32%	61
2023 Q1	$1.38M	Hold	91,560	–	–	0.28%	62
2022 Q4	$1.38M	Sell	91,560 -4,692	-5%	-$70.6K	0.28%	62
2022 Q3	$1.36M	Hold	96,252	–	–	0.32%	54
2022 Q2	$1.43M	Hold	96,252	–	–	0.33%	50
2022 Q1	$1.73M	Sell	96,252 -2,160	-2%	-$38.8K	0.38%	47
2021 Q4	$1.87M	Hold	98,412	–	–	0.41%	48
2021 Q3	$1.71M	Sell	98,412 -4,806	-5%	-$83.3K	0.38%	50
2021 Q2	$1.79M	Sell	103,218 -840	-0.8%	-$14.6K	0.41%	46
2021 Q1	$1.67M	Buy	104,058 +180	+0.2%	+$2.88K	0.45%	44
2020 Q4	$1.58M	Sell	103,878 -150	-0.1%	-$2.27K	0.48%	39
2020 Q3	$1.4M	Hold	104,028	–	–	0.47%	36
2020 Q2	$1.29M	Sell	104,028 -9,882	-9%	-$122K	0.45%	35
2020 Q1	$1.16M	Buy	113,910 +23,592	+26%	+$241K	0.45%	33
2019 Q4	$1.16M	Sell	90,318 -510	-0.6%	-$6.53K	0.35%	44
2019 Q3	$1.07M	Hold	90,828	–	–	0.34%	47
2019 Q2	$1.06M	Buy	90,828 +2,058	+2%	+$24.1K	0.34%	47
2019 Q1	$1M	Buy	88,770 +1,710	+2%	+$19.3K	0.32%	42
2018 Q4	$866K	Buy	87,060 +64,290	+282%	+$640K	0.31%	54
2018 Q3	$264K	Hold	22,770	–	–	0.09%	102
2018 Q2	$247K	Buy	+22,770	New	+$247K	0.09%	103