AMM
American Money Management’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 | $11.1M | Buy |
455,693
+2,368
| +0.5% | +$57.9K | 1.97% | 14 |
|
|
2025
Q1 | $10M | Buy |
453,325
+9,795
| +2% | +$216K | 1.9% | 14 |
|
|
2024
Q4 | $10.3M | Buy |
443,530
+297,666
| +204% | +$6.9M | 2.01% | 13 |
|
|
2024
Q3 | $9.9M | Buy |
145,864
+6,360
| +5% | +$432K | 1.98% | 12 |
|
|
2024
Q2 | $8.96M | Buy |
139,504
+2,650
| +2% | +$170K | 1.91% | 13 |
|
|
2024
Q1 | $8.49M | Sell |
136,854
-353
| -0.3% | -$21.9K | 1.77% | 15 |
|
|
2023
Q4 | $7.74M | Buy |
137,207
+6,520
| +5% | +$368K | 1.74% | 14 |
|
|
2023
Q3 | $6.61M | Buy |
130,687
+7,190
| +6% | +$364K | 1.69% | 17 |
|
|
2023
Q2 | $6.47M | Sell |
123,497
-50
| -0% | -$2.62K | 1.61% | 16 |
|
|
2023
Q1 | $5.98M | Buy |
123,547
+8,492
| +7% | +$411K | 1.59% | 18 |
|
|
2022
Q4 | $5.19M | Buy |
115,055
+3,481
| +3% | +$157K | 1.48% | 24 |
|
|
2022
Q3 | $4.73M | Buy |
111,574
+4,080
| +4% | +$173K | 1.44% | 25 |
|
|
2022
Q2 | $4.8M | Buy |
107,494
+19,161
| +22% | +$856K | 1.4% | 27 |
|
|
2022
Q1 | $4.76M | Buy |
88,333
+45,000
| +104% | +$2.42M | 1.26% | 34 |
|
|
2021
Q4 | $4.93M | Buy |
43,333
+166
| +0.4% | +$18.9K | 1.28% | 32 |
|
|
2021
Q3 | $4.49M | Buy |
43,167
+8,641
| +25% | +$899K | 1.27% | 32 |
|
|
2021
Q2 | $3.59M | Buy |
34,526
+4,329
| +14% | +$450K | 1.22% | 38 |
|
|
2021
Q1 | $2.9M | Sell |
30,197
-3,160
| -9% | -$303K | 1.08% | 41 |
|
|
2020
Q4 | $3.03M | Buy |
33,357
+2,546
| +8% | +$232K | 1.19% | 39 |
|
|
2020
Q3 | $2.48M | Sell |
30,811
-1,369
| -4% | -$110K | 1.13% | 41 |
|
|
2020
Q2 | $2.39M | Buy |
32,180
+5,282
| +20% | +$391K | 1.11% | 41 |
|
|
2020
Q1 | $1.65M | Sell |
26,898
-1,622
| -6% | -$99.4K | 0.92% | 42 |
|
|
2019
Q4 | $2.19M | Sell |
28,520
-55
| -0.2% | -$4.23K | 1.02% | 40 |
|
|
2019
Q3 | $2.03M | Sell |
28,575
-11,354
| -28% | -$805K | 1.08% | 37 |
|
|
2019
Q2 | $2.8M | Buy |
39,929
+760
| +2% | +$53.4K | 1.5% | 31 |
|
|
2019
Q1 | $2.65M | Buy |
39,169
+33,002
| +535% | +$2.23M | 1.47% | 33 |
|
|
2018
Q4 | $368K | Sell |
6,167
-383
| -6% | -$22.9K | 0.23% | 59 |
|
|
2018
Q3 | $456K | Sell |
6,550
-374
| -5% | -$26K | 0.26% | 59 |
|
|
2018
Q2 | $450K | Sell |
6,924
-327
| -5% | -$21.3K | 0.27% | 58 |
|
|
2018
Q1 | $457K | Sell |
7,251
-524
| -7% | -$33K | 0.29% | 56 |
|
|
2017
Q4 | $496K | Sell |
7,775
-6
| -0.1% | -$383 | 0.3% | 56 |
|
|
2017
Q3 | $467K | Buy |
7,781
+250
| +3% | +$15K | 0.31% | 56 |
|
|
2017
Q2 | $435K | Buy |
7,531
+126
| +2% | +$7.28K | 0.31% | 55 |
|
|
2017
Q1 | $417K | Sell |
7,405
-353
| -5% | -$19.9K | 0.31% | 55 |
|
|
2016
Q4 | $413K | Buy |
7,758
+12
| +0.2% | +$639 | 0.33% | 56 |
|
|
2016
Q3 | $400K | Sell |
7,746
-82
| -1% | -$4.23K | 0.32% | 57 |
|
|
2016
Q2 | $390K | Buy |
7,828
+152
| +2% | +$7.57K | 0.32% | 58 |
|
|
2016
Q1 | $375K | Buy |
7,676
+2,194
| +40% | +$107K | 0.31% | 58 |
|
|
2015
Q4 | $266K | Buy |
5,482
+57
| +1% | +$2.77K | 0.23% | 64 |
|
|
2015
Q3 | $248K | Sell |
5,425
-29
| -0.5% | -$1.33K | 0.23% | 65 |
|
|
2015
Q2 | $269K | Buy |
5,454
+78
| +1% | +$3.85K | 0.23% | 69 |
|
|
2015
Q1 | $266K | Buy |
5,376
+580
| +12% | +$28.8K | 0.23% | 70 |
|
|
2014
Q4 | $235K | Buy |
+4,796
| New | +$235K | 0.2% | 76 |
|