Aull & Monroe 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 | $1.49M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $986K | Buy |
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|
2023
Q4 | $778K | Sell |
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|
2023
Q3 | $698K | Sell |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $674K | Hold |
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|
2022
Q4 | $630K | Hold |
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|
2022
Q3 | $590K | Sell |
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|
2022
Q2 | $636K | Sell |
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|
2022
Q1 | $770K | Sell |
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|
2021
Q4 | $834K | Sell |
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|
2021
Q3 | $774K | Buy |
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|
2021
Q2 | $765K | Buy |
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|
2021
Q1 | $664K | Sell |
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|
2020
Q4 | $747K | Sell |
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|
2020
Q3 | $676K | Buy |
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|
2020
Q2 | $619K | Buy |
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|
2020
Q1 | $491K | Buy |
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|
2019
Q4 | $583K | Buy |
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|
2019
Q3 | $432K | Buy |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $262K | Buy |
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|
2018
Q3 | $281K | Buy |
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|
2018
Q2 | $223K | Buy |
|