Associated Banc-Corp’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 | $514K | Sell |
21,026
-6,477
| -24% | -$158K | 0.01% | 232 |
|
|
2025
Q1 | $607K | Buy |
27,503
+10,976
| +66% | +$242K | 0.02% | 226 |
|
|
2024
Q4 | $383K | Hold |
16,527
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $374K | Sell |
16,527
-246
| -1% | -$5.56K | 0.01% | 263 |
|
|
2024
Q2 | $359K | Sell |
16,773
-717
| -4% | -$15.4K | 0.01% | 263 |
|
|
2024
Q1 | $362K | Hold |
17,490
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $329K | Hold |
17,490
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $295K | Hold |
17,490
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $305K | Hold |
17,490
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $282K | Hold |
17,490
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $263K | Hold |
17,490
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $247K | Hold |
17,490
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $260K | Hold |
17,490
| – | – | 0.01% | 276 |
|
|
2022
Q1 | $314K | Hold |
17,490
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $332K | Hold |
17,490
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $303K | Hold |
17,490
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $303K | Buy |
+17,490
| New | +$303K | 0.01% | 276 |
|