Armor Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
17,694
| – | – | 0.16% | 75 |
|
|
2025
Q1 | $391K | Hold |
17,694
| – | – | 0.16% | 70 |
|
|
2024
Q4 | $410K | Buy |
17,694
+30
| +0.2% | +$695 | 0.17% | 71 |
|
|
2024
Q3 | $400K | Hold |
17,664
| – | – | 0.17% | 76 |
|
|
2024
Q2 | $378K | Sell |
17,664
-15
| -0.1% | -$321 | 0.17% | 75 |
|
|
2024
Q1 | $366K | Sell |
17,679
-2,121
| -11% | -$43.9K | 0.18% | 79 |
|
|
2023
Q4 | $372K | Buy |
19,800
+60
| +0.3% | +$1.13K | 0.2% | 82 |
|
|
2023
Q3 | $333K | Hold |
19,740
| – | – | 0.2% | 81 |
|
|
2023
Q2 | $345K | Hold |
19,740
| – | – | 0.21% | 79 |
|
|
2023
Q1 | $318K | Hold |
19,740
| – | – | 0.18% | 92 |
|
|
2022
Q4 | $297K | Hold |
19,740
| – | – | 0.18% | 94 |
|
|
2022
Q3 | $279K | Hold |
19,740
| – | – | 0.19% | 93 |
|
|
2022
Q2 | $294K | Sell |
19,740
-600
| -3% | -$8.94K | 0.19% | 91 |
|
|
2022
Q1 | $365K | Sell |
20,340
-558
| -3% | -$10K | 0.21% | 90 |
|
|
2021
Q4 | $396K | Hold |
20,898
| – | – | 0.22% | 91 |
|
|
2021
Q3 | $362K | Sell |
20,898
-6,060
| -22% | -$105K | 0.23% | 92 |
|
|
2021
Q2 | $467K | Buy |
26,958
+1,764
| +7% | +$30.6K | 0.28% | 80 |
|
|
2021
Q1 | $403K | Buy |
25,194
+186
| +0.7% | +$2.98K | 0.26% | 83 |
|
|
2020
Q4 | $379K | Buy |
25,008
+3,030
| +14% | +$45.9K | 0.27% | 81 |
|
|
2020
Q3 | $295K | Hold |
21,978
| – | – | 0.25% | 78 |
|
|
2020
Q2 | $271K | Hold |
21,978
| – | – | 0.23% | 84 |
|
|
2020
Q1 | $224K | Sell |
21,978
-42
| -0.2% | -$428 | 0.23% | 81 |
|
|
2019
Q4 | $282K | Hold |
22,020
| – | – | 0.22% | 84 |
|
|
2019
Q3 | $260K | Hold |
22,020
| – | – | 0.21% | 83 |
|
|
2019
Q2 | $258K | Buy |
22,020
+1,590
| +8% | +$18.6K | 0.22% | 82 |
|
|
2019
Q1 | $230K | Hold |
20,430
| – | – | 0.2% | 90 |
|
|
2018
Q4 | $203K | Hold |
20,430
| – | – | 0.21% | 89 |
|
|
2018
Q3 | $237K | Sell |
20,430
-3,804
| -16% | -$44.1K | 0.21% | 90 |
|
|
2018
Q2 | $262K | Buy |
24,234
+246
| +1% | +$2.66K | 0.24% | 89 |
|
|
2018
Q1 | $252K | Sell |
23,988
-4,854
| -17% | -$51K | 0.23% | 90 |
|
|
2017
Q4 | $307K | Hold |
28,842
| – | – | 0.28% | 78 |
|
|
2017
Q3 | $289K | Hold |
28,842
| – | – | 0.27% | 79 |
|
|
2017
Q2 | $278K | Buy |
28,842
+600
| +2% | +$5.78K | 0.28% | 79 |
|
|
2017
Q1 | $265K | Sell |
28,242
-4,344
| -13% | -$40.8K | 0.26% | 82 |
|
|
2016
Q4 | $289K | Buy |
+32,586
| New | +$289K | 0.3% | 74 |
|