AssetMark 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
Q2 | $173M | Buy |
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|
2025
Q1 | $154M | Sell |
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|
2024
Q4 | $213M | Sell |
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|
2024
Q3 | $213M | Buy |
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|
2024
Q2 | $200M | Buy |
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|
2024
Q1 | $172M | Buy |
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|
2023
Q4 | $80.5M | Buy |
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|
2023
Q3 | $59.8M | Sell |
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|
2023
Q2 | $66M | Sell |
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|
2023
Q1 | $66.3M | Buy |
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|
2022
Q4 | $51.7M | Sell |
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|
2022
Q3 | $63M | Sell |
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|
2022
Q2 | $70.5M | Sell |
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|
2022
Q1 | $96.2M | Sell |
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|
2021
Q4 | $131M | Buy |
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|
2021
Q3 | $114M | Buy |
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|
2021
Q2 | $91.7M | Buy |
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|
2021
Q1 | $79.5M | Sell |
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|
2020
Q4 | $101M | Buy |
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|
2020
Q3 | $80.5M | Sell |
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|
2020
Q2 | $76.7M | Sell |
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|
2020
Q1 | $85.8M | Sell |
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|
2019
Q4 | $111M | Sell |
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|
2019
Q3 | $158M | Buy |
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|
2019
Q2 | $131M | Sell |
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|
2019
Q1 | $133M | Sell |
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|
2018
Q4 | $149M | Buy |
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|
2018
Q3 | $147M | Buy |
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|
2018
Q2 | $130M | Buy |
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|
2018
Q1 | $125M | Buy |
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|
2017
Q4 | $91.6M | Sell |
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|
2017
Q3 | $108M | Buy |
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|
2017
Q2 | $16.4M | Buy |
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