Asset Planning Services Inc’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 | $4.97M | Buy |
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|
2025
Q2 | $4.46M | Buy |
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|
2025
Q1 | $3.9M | Buy |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.89M | Sell |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.48M | Buy |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.35M | Hold |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $891K | Buy |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $986K | Buy |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $774K | Buy |
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|
2018
Q3 | $867K | Buy |
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|
2018
Q2 | $721K | Buy |
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|
2018
Q1 | $581K | Buy |
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|
2017
Q4 | $516K | Buy |
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|
2017
Q3 | $368K | Buy |
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|
2017
Q2 | $335K | Buy |
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|
2017
Q1 | $290K | Hold |
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|
2016
Q4 | $274K | Buy |
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