Avantax Advisory Services’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 | $4.62M | Sell |
189,182
-14,177
| -7% | -$346K | 0.03% | 470 |
|
|
2025
Q1 | $4.49M | Sell |
203,359
-20,661
| -9% | -$456K | 0.03% | 446 |
|
|
2024
Q4 | $5.19M | Sell |
224,020
-32
| -0% | -$742 | 0.03% | 390 |
|
|
2024
Q3 | $5.07M | Buy |
224,052
+6,795
| +3% | +$154K | 0.03% | 391 |
|
|
2024
Q2 | $4.65M | Sell |
217,257
-840
| -0.4% | -$18K | 0.03% | 395 |
|
|
2024
Q1 | $4.51M | Sell |
218,097
-3,840
| -2% | -$79.4K | 0.04% | 325 |
|
|
2023
Q4 | $4.17M | Buy |
221,937
+42,348
| +24% | +$796K | 0.04% | 313 |
|
|
2023
Q3 | $3.03M | Sell |
179,589
-8,916
| -5% | -$150K | 0.03% | 357 |
|
|
2023
Q2 | $3.29M | Sell |
188,505
-24
| -0% | -$419 | 0.04% | 333 |
|
|
2023
Q1 | $3.04M | Buy |
188,529
+1,089
| +0.6% | +$17.6K | 0.04% | 347 |
|
|
2022
Q4 | $2.82M | Buy |
187,440
+1,059
| +0.6% | +$15.9K | 0.04% | 343 |
|
|
2022
Q3 | $2.63M | Buy |
186,381
+1,050
| +0.6% | +$14.8K | 0.04% | 326 |
|
|
2022
Q2 | $2.76M | Buy |
185,331
+3,969
| +2% | +$59.1K | 0.04% | 309 |
|
|
2022
Q1 | $3.26M | Buy |
181,362
+4,980
| +3% | +$89.4K | 0.04% | 285 |
|
|
2021
Q4 | $3.35M | Buy |
176,382
+151,560
| +611% | +$2.88M | 0.05% | 268 |
|
|
2021
Q3 | $430K | Buy |
24,822
+2,838
| +13% | +$49.2K | 0.01% | 771 |
|
|
2021
Q2 | $382K | Sell |
21,984
-18,654
| -46% | -$324K | 0.01% | 800 |
|
|
2021
Q1 | $652K | Sell |
40,638
-216,168
| -84% | -$3.47M | 0.01% | 538 |
|
|
2020
Q4 | $3.89M | Sell |
256,806
-25,374
| -9% | -$385K | 0.09% | 161 |
|
|
2020
Q3 | $3.79M | Buy |
282,180
+26,298
| +10% | +$353K | 0.06% | 243 |
|
|
2020
Q2 | $3.16M | Buy |
255,882
+229,308
| +863% | +$2.83M | 0.09% | 160 |
|
|
2020
Q1 | $269K | Sell |
26,574
-203,940
| -88% | -$2.06M | 0.01% | 616 |
|
|
2019
Q4 | $2.95M | Buy |
+230,514
| New | +$2.95M | 0.07% | 162 |
|