American Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $56M | Sell |
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|
2024
Q3 | $63.5M | Sell |
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|
2024
Q2 | $81.4M | Buy |
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|
2024
Q1 | $7.88M | Sell |
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|
2023
Q4 | $41.1M | Sell |
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|
2023
Q3 | $52M | Buy |
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|
2023
Q2 | $34.4M | Sell |
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|
2023
Q1 | $43.8M | Sell |
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|
2022
Q4 | $55.1M | Sell |
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|
2022
Q3 | $56.8M | Sell |
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|
2022
Q2 | $71.1M | Sell |
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|
2022
Q1 | $88.3M | Buy |
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|
2021
Q4 | $88.2M | Buy |
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