AIIMS
Analyst IMS Investment Management Services’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 | $308K | Hold |
12,600
| – | – | 0.01% | 122 |
|
|
2025
Q1 | $278K | Hold |
12,600
| – | – | 0.01% | 125 |
|
|
2024
Q4 | $292K | Buy |
12,600
+8,400
| +200% | +$195K | 0.01% | 118 |
|
|
2024
Q3 | $285K | Hold |
4,200
| – | – | 0.01% | 125 |
|
|
2024
Q2 | $270K | Hold |
4,200
| – | – | 0.01% | 117 |
|
|
2024
Q1 | $261K | Hold |
4,200
| – | – | 0.01% | 106 |
|
|
2023
Q4 | $237K | Hold |
4,200
| – | – | 0.01% | 104 |
|
|
2023
Q3 | $213K | Hold |
4,200
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $218K | Hold |
4,200
| – | – | 0.01% | 96 |
|
|
2023
Q1 | $200K | Buy |
+4,200
| New | +$200K | 0.02% | 93 |
|
|
2022
Q2 | – | Sell |
-4,200
| Closed | -$226K | – | 104 |
|
|
2022
Q1 | $226K | Buy |
4,200
+2,100
| +100% | +$113K | 0.02% | 98 |
|
|
2021
Q4 | $240K | Hold |
2,100
| – | – | 0.02% | 101 |
|
|
2021
Q3 | $218K | Hold |
2,100
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $218K | Hold |
2,100
| – | – | 0.03% | 97 |
|
|
2021
Q1 | $202K | Buy |
+2,100
| New | +$202K | 0.03% | 95 |
|
|
2018
Q4 | – | Sell |
-2,100
| Closed | -$146 | – | 152 |
|
|
2018
Q3 | $146 | Buy |
+2,100
| New | +$146 | 0.02% | 110 |
|