Analyst IMS Investment Management Services’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	–	Sell	-12,600	Closed	-$308K	–	128
2025 Q2	$308K	Hold	12,600	–	–	0.01%	122
2025 Q1	$278K	Hold	12,600	–	–	0.01%	125
2024 Q4	$292K	Hold	12,600	–	–	0.01%	118
2024 Q3	$285K	Hold	12,600	–	–	0.01%	125
2024 Q2	$270K	Hold	12,600	–	–	0.01%	117
2024 Q1	$261K	Hold	12,600	–	–	0.01%	106
2023 Q4	$237K	Hold	12,600	–	–	0.01%	104
2023 Q3	$213K	Hold	12,600	–	–	0.01%	100
2023 Q2	$218K	Hold	12,600	–	–	0.01%	96
2023 Q1	$200K	Buy	+12,600	New	+$198K	0.02%	93
2022 Q2	–	Sell	-12,600	Closed	-$226K	–	104
2022 Q1	$226K	Hold	12,600	–	–	0.02%	98
2021 Q4	$240K	Hold	12,600	–	–	0.02%	101
2021 Q3	$218K	Hold	12,600	–	–	0.03%	97
2021 Q2	$218K	Hold	12,600	–	–	0.03%	97
2021 Q1	$202K	Buy	+12,600	New	+$197K	0.03%	95
2018 Q4	–	Sell	-12,600	Closed	-$146	–	152
2018 Q3	$146	Buy	+12,600	New	+$143K	0.02%	110