Aspen Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.01M | Buy |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $980K | Buy |
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|
2023
Q2 | $961K | Buy |
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|
2023
Q1 | $863K | Sell |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $832K | Buy |
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|
2022
Q2 | $871K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $994K | Buy |
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|
2020
Q3 | $871K | Buy |
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|
2020
Q2 | $797K | Sell |
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|
2020
Q1 | $665K | Sell |
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|
2019
Q4 | $2.43M | Sell |
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|
2019
Q3 | $2.51M | Sell |
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|
2019
Q2 | $2.48M | Buy |
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|
2019
Q1 | $2.11M | Sell |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $956K | Buy |
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|
2018
Q1 | $883K | Buy |
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|
2017
Q4 | $653K | Buy |
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|
2017
Q3 | $547K | Buy |
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|
2017
Q2 | $491K | Buy |
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|
2017
Q1 | $456K | Buy |
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|
2016
Q4 | $341K | Buy |
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|
2016
Q3 | $255K | Buy |
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|
2016
Q2 | $242K | Sell |
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|
2016
Q1 | $264K | Buy |
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|
2015
Q4 | $258K | Sell |
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|
2015
Q3 | $248K | Sell |
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|
2015
Q2 | $282K | Sell |
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|
2015
Q1 | $297K | Sell |
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|
2014
Q4 | $297K | Sell |
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|
2014
Q3 | $323K | Sell |
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|
2014
Q2 | $335K | Buy |
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|
2014
Q1 | $318K | Sell |
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|
2013
Q4 | $340K | Sell |
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|
2013
Q3 | $313K | Buy |
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|
2013
Q2 | $292K | Buy |
|