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