Arcadia Investment 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
Q2 | $14.7M | Sell |
499,222
-5,199
| -1% | -$148K | 6.2% | 2 |
|
|
2026
Q1 | $12.9M | Sell |
504,421
-7,891
| -2% | -$212K | 6.11% | 2 |
|
|
2025
Q4 | $13.8M | Sell |
512,312
-9,870
| -2% | -$264K | 6.41% | 2 |
|
|
2025
Q3 | $13.8M | Sell |
522,182
-3,795
| -0.7% | -$96.4K | 6.68% | 2 |
|
|
2025
Q2 | $12.9M | Sell |
525,977
-16,545
| -3% | -$374K | 6.66% | 2 |
|
|
2025
Q1 | $12M | Sell |
542,522
-22,901
| -4% | -$533K | 6.7% | 2 |
|
|
2024
Q4 | $13.1M | Sell |
565,423
-2,075
| -0.4% | -$48.4K | 7.14% | 2 |
|
|
2024
Q3 | $12.8M | Buy |
567,498
+15,216
| +3% | +$332K | 6.88% | 2 |
|
|
2024
Q2 | $11.8M | Sell |
552,282
-46,887
| -8% | -$969K | 6.71% | 2 |
|
|
2024
Q1 | $12.4M | Sell |
599,169
-15,909
| -3% | -$313K | 7.08% | 2 |
|
|
2023
Q4 | $11.6M | Sell |
615,078
-12,771
| -2% | -$224K | 6.97% | 3 |
|
|
2023
Q3 | $10.6M | Sell |
627,849
-5,529
| -0.9% | -$97K | 7.01% | 3 |
|
|
2023
Q2 | $11.1M | Buy |
633,378
+33
| +0% | +$545 | 7.25% | 4 |
|
|
2023
Q1 | $10.2M | Sell |
633,345
-38,391
| -6% | -$604K | 7.02% | 5 |
|
|
2022
Q4 | $10.1M | Sell |
671,736
-49,953
| -7% | -$756K | 7.06% | 4 |
|
|
2022
Q3 | $10.2M | Buy |
721,689
+53,634
| +8% | +$842K | 7.7% | 3 |
|
|
2022
Q2 | $9.95M | Sell |
668,055
-244,443
| -27% | -$3.96M | 7.3% | 3 |
|
|
2022
Q1 | $16.4M | Sell |
912,498
-964,548
| -51% | -$17.1M | 9.95% | 2 |
|
|
2021
Q4 | $35.6M | Sell |
1,877,046
-4,506
| -0.2% | -$83.2K | 18.21% | 1 |
|
|
2021
Q3 | $32.6M | Buy |
1,881,552
+13,386
| +0.7% | +$239K | 17.58% | 1 |
|
|
2021
Q2 | $32.4M | Buy |
1,868,166
+25,248
| +1% | +$426K | 17.28% | 1 |
|
|
2021
Q1 | $29.5M | Sell |
1,842,918
-7,566
| -0.4% | -$119K | 16.2% | 1 |
|
|
2020
Q4 | $28.1M | Buy |
1,850,484
+27,912
| +2% | +$399K | 16% | 1 |
|
|
2020
Q3 | $24.5M | Sell |
1,822,572
-44,940
| -2% | -$597K | 15.64% | 1 |
|
|
2020
Q2 | $23.1M | Sell |
1,867,512
-510
| -0% | -$5.94K | 15.65% | 1 |
|
|
2020
Q1 | $19.1M | Buy |
1,868,022
+15,078
| +0.8% | +$183K | 15.14% | 1 |
|
|
2019
Q4 | $23.7M | Sell |
1,852,944
-91,968
| -5% | -$1.13M | 15.58% | 1 |
|
|
2019
Q3 | $23M | Sell |
1,944,912
-9,294
| -0.5% | -$110K | 15.5% | 1 |
|
|
2019
Q2 | $22.9M | Buy |
1,954,206
+28,926
| +2% | +$332K | 15.52% | 1 |
|
|
2019
Q1 | $21.7M | Buy |
1,925,280
+53,592
| +3% | +$581K | 16.34% | 1 |
|
|
2018
Q4 | $18.6M | Sell |
1,871,688
-282,888
| -13% | -$3.04M | 16.36% | 1 |
|
|
2018
Q3 | $25M | Buy |
2,154,576
+54,432
| +3% | +$619K | 19.41% | 1 |
|
|
2018
Q2 | $22.7M | Buy |
2,100,144
+35,208
| +2% | +$380K | 18.01% | 1 |
|
|
2018
Q1 | $21.7M | Buy |
2,064,936
+50,514
| +3% | +$549K | 18.58% | 1 |
|
|
2017
Q4 | $21.4M | Buy |
+2,014,422
| New | +$20.9M | 18.28% | 1 |
|
Other funds holding SCHX
KBFS
OWM
CST
FSAG
LWMT
BSB
SWM
FMP
RDWM