AIM
Anchor Investment Management’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 | $27.6M | Sell |
1,130,555
-2,462
| -0.2% | -$60.2K | 2.42% | 4 |
|
|
2025
Q1 | $25M | Buy |
1,133,017
+9,890
| +0.9% | +$218K | 2.33% | 4 |
|
|
2024
Q4 | $26M | Buy |
1,123,127
+747,421
| +199% | +$17.3M | 2.43% | 4 |
|
|
2024
Q3 | $25.5M | Buy |
375,706
+28,277
| +8% | +$1.92M | 2.41% | 4 |
|
|
2024
Q2 | $22.3M | Buy |
347,429
+39,765
| +13% | +$2.55M | 2.3% | 4 |
|
|
2024
Q1 | $19.1M | Buy |
307,664
+7,628
| +3% | +$473K | 2% | 4 |
|
|
2023
Q4 | $16.9M | Buy |
300,036
+10,067
| +3% | +$568K | 1.94% | 5 |
|
|
2023
Q3 | $14.7M | Sell |
289,969
-11,931
| -4% | -$604K | 1.92% | 5 |
|
|
2023
Q2 | $15.8M | Sell |
301,900
-3,465
| -1% | -$181K | 2.02% | 4 |
|
|
2023
Q1 | $14.8M | Buy |
305,365
+14,297
| +5% | +$692K | 2.01% | 4 |
|
|
2022
Q4 | $13.1M | Buy |
291,068
+13,346
| +5% | +$603K | 1.88% | 4 |
|
|
2022
Q3 | $11.8M | Buy |
277,722
+2,321
| +0.8% | +$98.3K | 1.83% | 4 |
|
|
2022
Q2 | $12.3M | Buy |
275,401
+6,088
| +2% | +$272K | 1.78% | 5 |
|
|
2022
Q1 | $14.5M | Buy |
269,313
+133,488
| +98% | +$7.19M | 1.83% | 5 |
|
|
2021
Q4 | $15.5M | Buy |
135,825
+5,347
| +4% | +$609K | 1.92% | 5 |
|
|
2021
Q3 | $13.6M | Buy |
130,478
+1,735
| +1% | +$180K | 1.89% | 6 |
|
|
2021
Q2 | $13.4M | Buy |
128,743
+2,393
| +2% | +$249K | 1.85% | 6 |
|
|
2021
Q1 | $12.1M | Buy |
126,350
+6,668
| +6% | +$640K | 1.85% | 6 |
|
|
2020
Q4 | $10.9M | Buy |
119,682
+5,875
| +5% | +$534K | 1.96% | 6 |
|
|
2020
Q3 | $9.18M | Buy |
113,807
+7,391
| +7% | +$596K | 1.86% | 5 |
|
|
2020
Q2 | $7.89M | Buy |
106,416
+5,455
| +5% | +$404K | 1.76% | 5 |
|
|
2020
Q1 | $6.18M | Buy |
100,961
+19,082
| +23% | +$1.17M | 1.6% | 7 |
|
|
2019
Q4 | $6.29M | Buy |
81,879
+8,269
| +11% | +$635K | 1.34% | 8 |
|
|
2019
Q3 | $5.22M | Sell |
73,610
-463
| -0.6% | -$32.8K | 1.2% | 10 |
|
|
2019
Q2 | $5.2M | Buy |
74,073
+2,680
| +4% | +$188K | 1.24% | 9 |
|
|
2019
Q1 | $4.83M | Buy |
71,393
+9,982
| +16% | +$675K | 1.2% | 11 |
|
|
2018
Q4 | $3.67M | Buy |
61,411
+13,353
| +28% | +$797K | 1.04% | 17 |
|
|
2018
Q3 | $3.34M | Buy |
48,058
+12,576
| +35% | +$875K | 0.77% | 31 |
|
|
2018
Q2 | $2.31M | Buy |
35,482
+10,757
| +44% | +$699K | 0.57% | 42 |
|
|
2018
Q1 | $1.56M | Buy |
24,725
+6,307
| +34% | +$398K | 0.41% | 69 |
|
|
2017
Q4 | $1.17M | Buy |
18,418
+13,039
| +242% | +$832K | 0.31% | 93 |
|
|
2017
Q3 | $323K | Buy |
5,379
+3,561
| +196% | +$214K | 0.09% | 217 |
|
|
2017
Q2 | $105K | Buy |
1,818
+1,563
| +613% | +$90.3K | 0.03% | 311 |
|
|
2017
Q1 | $14.3K | Buy |
+255
| New | +$14.3K | ﹤0.01% | 525 |
|