Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.7M | Sell |
885,800
-18,276
| -2% | -$490K | 0.48% | 40 |
|
|
2025
Q4 | $24.3M | Sell |
904,076
-29,401
| -3% | -$785K | 0.5% | 42 |
|
|
2025
Q3 | $24.6M | Sell |
933,477
-1,884
| -0.2% | -$47.8K | 0.49% | 41 |
|
|
2025
Q2 | $22.9M | Buy |
935,361
+83,755
| +10% | +$1.89M | 0.48% | 44 |
|
|
2025
Q1 | $18.8M | Sell |
851,606
-3,208
| -0.4% | -$74.7K | 0.42% | 46 |
|
|
2024
Q4 | $19.8M | Sell |
854,814
-19,131
| -2% | -$446K | 0.44% | 44 |
|
|
2024
Q3 | $19.8M | Sell |
873,945
-14,268
| -2% | -$311K | 0.45% | 45 |
|
|
2024
Q2 | $19M | Sell |
888,213
-16,860
| -2% | -$348K | 0.47% | 40 |
|
|
2024
Q1 | $18.7M | Sell |
905,073
-28,905
| -3% | -$569K | 0.43% | 44 |
|
|
2023
Q4 | $17.6M | Sell |
933,978
-201,030
| -18% | -$3.53M | 0.42% | 43 |
|
|
2023
Q3 | $19.1M | Sell |
1,135,008
-13,692
| -1% | -$240K | 0.51% | 41 |
|
|
2023
Q2 | $20.1M | Sell |
1,148,700
-34,383
| -3% | -$568K | 0.53% | 38 |
|
|
2023
Q1 | $19.1M | Sell |
1,183,083
-93,456
| -7% | -$1.47M | 0.54% | 37 |
|
|
2022
Q4 | $19.2M | Sell |
1,276,539
-414,207
| -24% | -$6.27M | 0.56% | 38 |
|
|
2022
Q3 | $23.9M | Sell |
1,690,746
-60,771
| -3% | -$953K | 0.75% | 33 |
|
|
2022
Q2 | $26.1M | Sell |
1,751,517
-22,875
| -1% | -$371K | 0.74% | 28 |
|
|
2022
Q1 | $31.9M | Sell |
1,774,392
-47,706
| -3% | -$845K | 0.78% | 26 |
|
|
2021
Q4 | $34.6M | Sell |
1,822,098
-128,442
| -7% | -$2.37M | 0.82% | 23 |
|
|
2021
Q3 | $33.8M | Sell |
1,950,540
-148,704
| -7% | -$2.65M | 0.88% | 18 |
|
|
2021
Q2 | $36.4M | Sell |
2,099,244
-70,554
| -3% | -$1.19M | 0.96% | 15 |
|
|
2021
Q1 | $34.7M | Buy |
2,169,798
+1,698
| +0.1% | +$26.6K | 0.97% | 14 |
|
|
2020
Q4 | $32.9M | Sell |
2,168,100
-11,472
| -0.5% | -$164K | 1.07% | 13 |
|
|
2020
Q3 | $29.3M | Sell |
2,179,572
-159,636
| -7% | -$2.12M | 1.17% | 10 |
|
|
2020
Q2 | $28.9M | Sell |
2,339,208
-34,710
| -1% | -$405K | 1.22% | 10 |
|
|
2020
Q1 | $24.2M | Buy |
2,373,918
+309,960
| +15% | +$3.76M | 1.14% | 10 |
|
|
2019
Q4 | $26.4M | Buy |
2,063,958
+31,428
| +2% | +$385K | 0.99% | 16 |
|
|
2019
Q3 | $24M | Buy |
2,032,530
+71,934
| +4% | +$848K | 1.05% | 14 |
|
|
2019
Q2 | $22.9M | Sell |
1,960,596
-190,326
| -9% | -$2.19M | 1.03% | 13 |
|
|
2019
Q1 | $24.2M | Buy |
2,150,922
+115,296
| +6% | +$1.25M | 1.1% | 7 |
|
|
2018
Q4 | $20.3M | Buy |
2,035,626
+173,580
| +9% | +$1.86M | 0.97% | 14 |
|
|
2018
Q3 | $21.6M | Buy |
1,862,046
+104,760
| +6% | +$1.19M | 0.83% | 14 |
|
|
2018
Q2 | $19M | Sell |
1,757,286
-10,956
| -0.6% | -$118K | 0.83% | 18 |
|
|
2018
Q1 | $18.6M | Buy |
1,768,242
+201,312
| +13% | +$2.19M | 0.84% | 16 |
|
|
2017
Q4 | $16.7M | Buy |
1,566,930
+142,560
| +10% | +$1.48M | 0.89% | 21 |
|
|
2017
Q3 | $14.3M | Buy |
1,424,370
+189,336
| +15% | +$1.86M | 0.83% | 19 |
|
|
2017
Q2 | $11.9M | Buy |
1,235,034
+369,612
| +43% | +$3.53M | 0.77% | 22 |
|
|
2017
Q1 | $8.12M | Buy |
865,422
+109,188
| +14% | +$1.01M | 0.55% | 44 |
|
|
2016
Q4 | $6.71M | Buy |
+756,234
| New | +$6.57M | 0.49% | 43 |
|
Other funds holding SCHX
HSA
MGIA
SFG
