Ausdal Financial Partners’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 | $5.47M | Buy |
223,710
+41,248
| +23% | +$1.01M | 0.36% | 62 |
|
|
2025
Q1 | $4.03M | Buy |
182,462
+245
| +0.1% | +$5.41K | 0.3% | 73 |
|
|
2024
Q4 | $4.22M | Buy |
182,217
+4,608
| +3% | +$107K | 0.36% | 62 |
|
|
2024
Q3 | $4.02M | Buy |
177,609
+8,517
| +5% | +$193K | 0.42% | 49 |
|
|
2024
Q2 | $3.62M | Buy |
169,092
+3,783
| +2% | +$81K | 0.39% | 59 |
|
|
2024
Q1 | $3.42M | Buy |
165,309
+15,546
| +10% | +$322K | 0.4% | 61 |
|
|
2023
Q4 | $2.82M | Sell |
149,763
-4,113
| -3% | -$77.3K | 0.35% | 68 |
|
|
2023
Q3 | $2.6M | Buy |
153,876
+6,294
| +4% | +$106K | 0.36% | 69 |
|
|
2023
Q2 | $2.58M | Sell |
147,582
-26,379
| -15% | -$460K | 0.35% | 69 |
|
|
2023
Q1 | $2.8M | Sell |
173,961
-18,267
| -10% | -$295K | 0.39% | 58 |
|
|
2022
Q4 | $2.89M | Sell |
192,228
-8,610
| -4% | -$130K | 0.42% | 53 |
|
|
2022
Q3 | $2.84M | Sell |
200,838
-6,639
| -3% | -$93.7K | 0.45% | 55 |
|
|
2022
Q2 | $3.09M | Sell |
207,477
-18,744
| -8% | -$279K | 0.47% | 59 |
|
|
2022
Q1 | $4.06M | Buy |
226,221
+8,175
| +4% | +$147K | 0.55% | 38 |
|
|
2021
Q4 | $4.14M | Buy |
218,046
+39,378
| +22% | +$747K | 0.55% | 38 |
|
|
2021
Q3 | $3.1M | Buy |
178,668
+10,362
| +6% | +$180K | 0.46% | 54 |
|
|
2021
Q2 | $2.92M | Buy |
168,306
+10,044
| +6% | +$174K | 0.44% | 66 |
|
|
2021
Q1 | $2.53M | Buy |
158,262
+13,410
| +9% | +$215K | 0.43% | 67 |
|
|
2020
Q4 | $2.2M | Buy |
144,852
+19,506
| +16% | +$296K | 0.43% | 65 |
|
|
2020
Q3 | $1.68M | Buy |
125,346
+41,478
| +49% | +$557K | 0.41% | 66 |
|
|
2020
Q2 | $1.04M | Buy |
83,868
+126
| +0.2% | +$1.56K | 0.34% | 81 |
|
|
2020
Q1 | $936K | Buy |
83,742
+7,692
| +10% | +$86K | 0.33% | 83 |
|
|
2019
Q4 | $990K | Buy |
76,050
+984
| +1% | +$12.8K | 0.29% | 95 |
|
|
2019
Q3 | $887K | Sell |
75,066
-5,316
| -7% | -$62.8K | 0.31% | 90 |
|
|
2019
Q2 | $964K | Buy |
80,382
+33,216
| +70% | +$398K | 0.37% | 78 |
|
|
2019
Q1 | $531K | Buy |
47,166
+216
| +0.5% | +$2.43K | 0.22% | 117 |
|
|
2018
Q4 | $467K | Sell |
46,950
-5,970
| -11% | -$59.4K | 0.23% | 111 |
|
|
2018
Q3 | $613K | Buy |
52,920
+1,266
| +2% | +$14.7K | 0.17% | 157 |
|
|
2018
Q2 | $559K | Sell |
51,654
-324
| -0.6% | -$3.51K | 0.17% | 174 |
|
|
2018
Q1 | $546K | Buy |
51,978
+42
| +0.1% | +$441 | 0.19% | 160 |
|
|
2017
Q4 | $552K | Buy |
51,936
+10,782
| +26% | +$115K | 0.2% | 155 |
|
|
2017
Q3 | $412K | Buy |
41,154
+11,232
| +38% | +$112K | 0.16% | 176 |
|
|
2017
Q2 | $288K | Buy |
+29,922
| New | +$288K | 0.12% | 217 |
|