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 |
|
|||||
|
2025
Q2 | $308K | Hold |
|
|||||
|
2025
Q1 | $278K | Hold |
|
|||||
|
2024
Q4 | $292K | Hold |
|
|||||
|
2024
Q3 | $285K | Hold |
|
|||||
|
2024
Q2 | $270K | Hold |
|
|||||
|
2024
Q1 | $261K | Hold |
|
|||||
|
2023
Q4 | $237K | Hold |
|
|||||
|
2023
Q3 | $213K | Hold |
|
|||||
|
2023
Q2 | $218K | Hold |
|
|||||
|
2023
Q1 | $200K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $226K | Hold |
|
|||||
|
2021
Q4 | $240K | Hold |
|
|||||
|
2021
Q3 | $218K | Hold |
|
|||||
|
2021
Q2 | $218K | Hold |
|
|||||
|
2021
Q1 | $202K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $146 | Buy |
|