American Money Management’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 | $11.9M | Buy |
465,050
+15,515
| +3% | +$416K | 1.89% | 13 |
|
|
2025
Q4 | $12.1M | Buy |
449,535
+3,266
| +0.7% | +$87.2K | 1.9% | 13 |
|
|
2025
Q3 | $11.8M | Sell |
446,269
-9,424
| -2% | -$239K | 1.96% | 12 |
|
|
2025
Q2 | $11.1M | Buy |
455,693
+2,368
| +0.5% | +$53.5K | 1.97% | 14 |
|
|
2025
Q1 | $10M | Buy |
453,325
+9,795
| +2% | +$228K | 1.9% | 14 |
|
|
2024
Q4 | $10.3M | Buy |
443,530
+5,938
| +1% | +$138K | 2.01% | 13 |
|
|
2024
Q3 | $9.9M | Buy |
437,592
+19,080
| +5% | +$416K | 1.98% | 12 |
|
|
2024
Q2 | $8.96M | Buy |
418,512
+7,950
| +2% | +$164K | 1.91% | 13 |
|
|
2024
Q1 | $8.49M | Sell |
410,562
-1,059
| -0.3% | -$20.8K | 1.77% | 15 |
|
|
2023
Q4 | $7.74M | Buy |
411,621
+19,560
| +5% | +$344K | 1.74% | 14 |
|
|
2023
Q3 | $6.61M | Buy |
392,061
+21,570
| +6% | +$378K | 1.69% | 17 |
|
|
2023
Q2 | $6.47M | Sell |
370,491
-150
| -0% | -$2.48K | 1.61% | 16 |
|
|
2023
Q1 | $5.98M | Buy |
370,641
+25,476
| +7% | +$401K | 1.59% | 18 |
|
|
2022
Q4 | $5.19M | Buy |
345,165
+10,443
| +3% | +$158K | 1.48% | 24 |
|
|
2022
Q3 | $4.72M | Buy |
334,722
+12,240
| +4% | +$192K | 1.44% | 25 |
|
|
2022
Q2 | $4.8M | Buy |
322,482
+57,483
| +22% | +$931K | 1.4% | 27 |
|
|
2022
Q1 | $4.76M | Buy |
264,999
+5,001
| +2% | +$88.5K | 1.26% | 34 |
|
|
2021
Q4 | $4.93M | Buy |
259,998
+996
| +0.4% | +$18.4K | 1.28% | 32 |
|
|
2021
Q3 | $4.49M | Buy |
259,002
+51,846
| +25% | +$925K | 1.27% | 32 |
|
|
2021
Q2 | $3.59M | Buy |
207,156
+25,974
| +14% | +$438K | 1.22% | 38 |
|
|
2021
Q1 | $2.9M | Sell |
181,182
-18,960
| -9% | -$297K | 1.08% | 41 |
|
|
2020
Q4 | $3.03M | Buy |
200,142
+15,276
| +8% | +$219K | 1.19% | 39 |
|
|
2020
Q3 | $2.48M | Sell |
184,866
-8,214
| -4% | -$109K | 1.13% | 41 |
|
|
2020
Q2 | $2.38M | Buy |
193,080
+31,692
| +20% | +$369K | 1.11% | 41 |
|
|
2020
Q1 | $1.65M | Sell |
161,388
-9,732
| -6% | -$118K | 0.92% | 42 |
|
|
2019
Q4 | $2.19M | Sell |
171,120
-330
| -0.2% | -$4.04K | 1.02% | 40 |
|
|
2019
Q3 | $2.03M | Sell |
171,450
-68,124
| -28% | -$803K | 1.08% | 37 |
|
|
2019
Q2 | $2.8M | Buy |
239,574
+4,560
| +2% | +$52.4K | 1.5% | 31 |
|
|
2019
Q1 | $2.65M | Buy |
235,014
+198,012
| +535% | +$2.15M | 1.47% | 33 |
|
|
2018
Q4 | $368K | Sell |
37,002
-2,298
| -6% | -$24.7K | 0.23% | 59 |
|
|
2018
Q3 | $456K | Sell |
39,300
-2,244
| -5% | -$25.5K | 0.26% | 59 |
|
|
2018
Q2 | $450K | Sell |
41,544
-1,962
| -5% | -$21.2K | 0.27% | 58 |
|
|
2018
Q1 | $457K | Sell |
43,506
-3,144
| -7% | -$34.2K | 0.29% | 56 |
|
|
2017
Q4 | $496K | Sell |
46,650
-36
| -0.1% | -$373 | 0.3% | 56 |
|
|
2017
Q3 | $467K | Buy |
46,686
+1,500
| +3% | +$14.7K | 0.31% | 56 |
|
|
2017
Q2 | $435K | Buy |
45,186
+756
| +2% | +$7.21K | 0.31% | 55 |
|
|
2017
Q1 | $417K | Sell |
44,430
-2,118
| -5% | -$19.6K | 0.31% | 55 |
|
|
2016
Q4 | $413K | Buy |
46,548
+72
| +0.2% | +$625 | 0.33% | 56 |
|
|
2016
Q3 | $400K | Sell |
46,476
-492
| -1% | -$4.22K | 0.32% | 57 |
|
|
2016
Q2 | $390K | Buy |
46,968
+912
| +2% | +$7.5K | 0.32% | 58 |
|
|
2016
Q1 | $375K | Buy |
46,056
+13,164
| +40% | +$102K | 0.31% | 58 |
|
|
2015
Q4 | $266K | Buy |
32,892
+342
| +1% | +$2.79K | 0.23% | 64 |
|
|
2015
Q3 | $248K | Sell |
32,550
-174
| -0.5% | -$1.41K | 0.23% | 65 |
|
|
2015
Q2 | $269K | Buy |
32,724
+468
| +1% | +$3.93K | 0.23% | 69 |
|
|
2015
Q1 | $266K | Buy |
32,256
+3,480
| +12% | +$28.7K | 0.23% | 70 |
|
|
2014
Q4 | $235K | Buy |
+28,776
| New | +$230K | 0.2% | 76 |
|
Other funds holding SCHX
HSA
MGIA
SFG