APSI
Asset Planning Services Inc’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 | $4.46M | Buy |
182,475
+6,065
| +3% | +$148K | 2.05% | 21 |
|
|
2025
Q1 | $3.9M | Buy |
176,410
+1,275
| +0.7% | +$28.2K | 1.98% | 23 |
|
|
2024
Q4 | $4.06M | Buy |
175,135
+117,481
| +204% | +$2.72M | 1.98% | 23 |
|
|
2024
Q3 | $3.91M | Buy |
57,654
+3,814
| +7% | +$259K | 1.93% | 22 |
|
|
2024
Q2 | $3.46M | Buy |
53,840
+903
| +2% | +$58K | 1.83% | 23 |
|
|
2024
Q1 | $3.29M | Sell |
52,937
-1,436
| -3% | -$89.1K | 1.84% | 24 |
|
|
2023
Q4 | $3.07M | Buy |
54,373
+112
| +0.2% | +$6.32K | 1.87% | 25 |
|
|
2023
Q3 | $2.75M | Buy |
54,261
+2,270
| +4% | +$115K | 1.8% | 25 |
|
|
2023
Q2 | $2.72M | Buy |
51,991
+3,690
| +8% | +$193K | 1.68% | 26 |
|
|
2023
Q1 | $2.34M | Buy |
48,301
+3,335
| +7% | +$161K | 1.48% | 27 |
|
|
2022
Q4 | $2.03M | Buy |
44,966
+660
| +1% | +$29.8K | 1.28% | 27 |
|
|
2022
Q3 | $1.88M | Buy |
44,306
+2,075
| +5% | +$87.9K | 1.32% | 27 |
|
|
2022
Q2 | $1.89M | Sell |
42,231
-2,300
| -5% | -$103K | 1.24% | 27 |
|
|
2022
Q1 | $2.4M | Buy |
44,531
+22,778
| +105% | +$1.23M | 1.37% | 27 |
|
|
2021
Q4 | $2.48M | Buy |
21,753
+3,068
| +16% | +$349K | 1.33% | 30 |
|
|
2021
Q3 | $1.94M | Sell |
18,685
-100
| -0.5% | -$10.4K | 1.15% | 29 |
|
|
2021
Q2 | $1.95M | Buy |
18,785
+765
| +4% | +$79.5K | 1.13% | 29 |
|
|
2021
Q1 | $1.73M | Buy |
18,020
+1,390
| +8% | +$133K | 1.05% | 29 |
|
|
2020
Q4 | $1.51M | Sell |
16,630
-100
| -0.6% | -$9.09K | 0.97% | 29 |
|
|
2020
Q3 | $1.35M | Hold |
16,730
| – | – | 0.92% | 29 |
|
|
2020
Q2 | $1.24M | Buy |
16,730
+2,185
| +15% | +$162K | 0.9% | 29 |
|
|
2020
Q1 | $891K | Buy |
14,545
+275
| +2% | +$16.8K | 0.74% | 28 |
|
|
2019
Q4 | $1.1M | Sell |
14,270
-395
| -3% | -$30.3K | 0.7% | 31 |
|
|
2019
Q3 | $1.04M | Buy |
14,665
+620
| +4% | +$44K | 0.67% | 32 |
|
|
2019
Q2 | $986K | Buy |
14,045
+800
| +6% | +$56.2K | 0.64% | 32 |
|
|
2019
Q1 | $895K | Buy |
13,245
+275
| +2% | +$18.6K | 0.61% | 31 |
|
|
2018
Q4 | $774K | Buy |
12,970
+510
| +4% | +$30.4K | 0.59% | 32 |
|
|
2018
Q3 | $867K | Buy |
12,460
+1,360
| +12% | +$94.6K | 0.59% | 33 |
|
|
2018
Q2 | $721K | Buy |
11,100
+1,880
| +20% | +$122K | 0.52% | 33 |
|
|
2018
Q1 | $581K | Buy |
9,220
+1,125
| +14% | +$70.9K | 0.43% | 33 |
|
|
2017
Q4 | $516K | Buy |
8,095
+1,950
| +32% | +$124K | 0.36% | 34 |
|
|
2017
Q3 | $368K | Buy |
6,145
+350
| +6% | +$21K | 0.3% | 33 |
|
|
2017
Q2 | $335K | Buy |
5,795
+650
| +13% | +$37.6K | 0.28% | 34 |
|
|
2017
Q1 | $290K | Hold |
5,145
| – | – | 0.25% | 34 |
|
|
2016
Q4 | $274K | Buy |
+5,145
| New | +$274K | 0.26% | 32 |
|