AA
Ancora Advisors’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 | $22.9M | Buy |
935,361
+83,755
| +10% | +$2.05M | 0.47% | 44 |
|
|
2025
Q1 | $18.8M | Sell |
851,606
-3,208
| -0.4% | -$70.8K | 0.42% | 46 |
|
|
2024
Q4 | $19.8M | Buy |
854,814
+563,499
| +193% | +$13.1M | 0.44% | 44 |
|
|
2024
Q3 | $19.8M | Sell |
291,315
-4,756
| -2% | -$323K | 0.45% | 45 |
|
|
2024
Q2 | $19M | Sell |
296,071
-5,620
| -2% | -$361K | 0.47% | 40 |
|
|
2024
Q1 | $18.7M | Sell |
301,691
-9,635
| -3% | -$598K | 0.43% | 44 |
|
|
2023
Q4 | $17.6M | Sell |
311,326
-67,010
| -18% | -$3.78M | 0.41% | 43 |
|
|
2023
Q3 | $19.1M | Sell |
378,336
-4,564
| -1% | -$231K | 0.51% | 41 |
|
|
2023
Q2 | $20.1M | Sell |
382,900
-11,461
| -3% | -$600K | 0.53% | 38 |
|
|
2023
Q1 | $19.1M | Sell |
394,361
-31,152
| -7% | -$1.51M | 0.54% | 37 |
|
|
2022
Q4 | $19.2M | Sell |
425,513
-138,069
| -24% | -$6.23M | 0.55% | 38 |
|
|
2022
Q3 | $23.9M | Sell |
563,582
-20,257
| -3% | -$858K | 0.74% | 32 |
|
|
2022
Q2 | $26.1M | Sell |
583,839
-7,625
| -1% | -$341K | 0.73% | 28 |
|
|
2022
Q1 | $31.9M | Buy |
591,464
+287,781
| +95% | +$15.5M | 0.77% | 26 |
|
|
2021
Q4 | $34.6M | Sell |
303,683
-21,407
| -7% | -$2.44M | 0.82% | 23 |
|
|
2021
Q3 | $33.8M | Sell |
325,090
-24,784
| -7% | -$2.58M | 0.87% | 18 |
|
|
2021
Q2 | $36.4M | Sell |
349,874
-11,759
| -3% | -$1.22M | 0.95% | 15 |
|
|
2021
Q1 | $34.7M | Buy |
361,633
+283
| +0.1% | +$27.2K | 0.96% | 14 |
|
|
2020
Q4 | $32.9M | Sell |
361,350
-1,912
| -0.5% | -$174K | 1.06% | 13 |
|
|
2020
Q3 | $29.3M | Sell |
363,262
-26,606
| -7% | -$2.15M | 1.16% | 10 |
|
|
2020
Q2 | $28.9M | Sell |
389,868
-5,785
| -1% | -$429K | 1.21% | 10 |
|
|
2020
Q1 | $24.2M | Buy |
395,653
+51,660
| +15% | +$3.16M | 1.12% | 10 |
|
|
2019
Q4 | $26.4M | Buy |
343,993
+5,238
| +2% | +$402K | 0.98% | 16 |
|
|
2019
Q3 | $24M | Buy |
338,755
+11,989
| +4% | +$850K | 1.05% | 14 |
|
|
2019
Q2 | $22.9M | Sell |
326,766
-31,721
| -9% | -$2.23M | 1.03% | 13 |
|
|
2019
Q1 | $24.2M | Buy |
358,487
+19,216
| +6% | +$1.3M | 1.1% | 7 |
|
|
2018
Q4 | $20.3M | Buy |
339,271
+28,930
| +9% | +$1.73M | 0.97% | 14 |
|
|
2018
Q3 | $21.6M | Buy |
310,341
+17,460
| +6% | +$1.21M | 0.83% | 14 |
|
|
2018
Q2 | $19M | Sell |
292,881
-1,826
| -0.6% | -$119K | 0.83% | 18 |
|
|
2018
Q1 | $18.6M | Buy |
294,707
+33,552
| +13% | +$2.12M | 0.84% | 16 |
|
|
2017
Q4 | $16.7M | Buy |
261,155
+23,760
| +10% | +$1.52M | 0.89% | 21 |
|
|
2017
Q3 | $14.3M | Buy |
237,395
+31,556
| +15% | +$1.89M | 0.83% | 19 |
|
|
2017
Q2 | $11.9M | Buy |
205,839
+61,602
| +43% | +$3.56M | 0.77% | 22 |
|
|
2017
Q1 | $8.12M | Buy |
144,237
+18,198
| +14% | +$1.02M | 0.55% | 44 |
|
|
2016
Q4 | $6.71M | Buy |
+126,039
| New | +$6.71M | 0.49% | 43 |
|