Anchor Investment Management’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
Q2 | $27.6M | Sell |
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|
2025
Q1 | $25M | Buy |
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|
2024
Q4 | $26M | Sell |
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|
2024
Q3 | $25.5M | Buy |
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|
2024
Q2 | $22.3M | Buy |
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|
2024
Q1 | $19.1M | Buy |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $14.7M | Sell |
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|
2023
Q2 | $15.8M | Sell |
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|
2023
Q1 | $14.8M | Buy |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q2 | $12.3M | Buy |
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|
2022
Q1 | $14.5M | Sell |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $13.4M | Buy |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $10.9M | Buy |
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|
2020
Q3 | $9.18M | Buy |
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|
2020
Q2 | $7.89M | Buy |
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|
2020
Q1 | $6.18M | Buy |
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|
2019
Q4 | $6.29M | Buy |
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|
2019
Q3 | $5.22M | Sell |
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|
2019
Q2 | $5.2M | Buy |
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|
2019
Q1 | $4.83M | Buy |
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|
2018
Q4 | $3.67M | Buy |
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|
2018
Q3 | $3.34M | Buy |
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|
2018
Q2 | $2.31M | Buy |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | $1.17M | Buy |
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|
2017
Q3 | $323K | Buy |
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|
2017
Q2 | $105K | Buy |
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|
2017
Q1 | $14.3K | Buy |
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