Avantax Planning 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 | $716K | Sell |
29,293
-2,574
| -8% | -$62.9K | 0.02% | 220 |
|
|
2025
Q1 | $704K | Sell |
31,867
-700
| -2% | -$15.5K | 0.02% | 211 |
|
|
2024
Q4 | $755K | Sell |
32,567
-82
| -0.3% | -$1.9K | 0.03% | 199 |
|
|
2024
Q3 | $738K | Sell |
32,649
-96,093
| -75% | -$2.17M | 0.03% | 197 |
|
|
2024
Q2 | $2.76M | Buy |
128,742
+8,412
| +7% | +$180K | 0.09% | 123 |
|
|
2024
Q1 | $2.49M | Buy |
120,330
+11,691
| +11% | +$242K | 0.08% | 134 |
|
|
2023
Q4 | $2.04M | Sell |
108,639
-14,844
| -12% | -$279K | 0.08% | 107 |
|
|
2023
Q3 | $2.08M | Sell |
123,483
-3
| -0% | -$51 | 0.09% | 103 |
|
|
2023
Q2 | $2.16M | Sell |
123,486
-4,827
| -4% | -$84.3K | 0.09% | 101 |
|
|
2023
Q1 | $2.07M | Sell |
128,313
-1,491
| -1% | -$24K | 0.08% | 104 |
|
|
2022
Q4 | $1.95M | Buy |
129,804
+5,295
| +4% | +$79.7K | 0.08% | 109 |
|
|
2022
Q3 | $1.76M | Buy |
124,509
+9
| +0% | +$127 | 0.08% | 101 |
|
|
2022
Q2 | $1.85M | Sell |
124,500
-450
| -0.4% | -$6.7K | 0.08% | 108 |
|
|
2022
Q1 | $2.24M | Buy |
124,950
+90
| +0.1% | +$1.62K | 0.09% | 96 |
|
|
2021
Q4 | $2.37M | Buy |
124,860
+23,208
| +23% | +$440K | 0.1% | 89 |
|
|
2021
Q3 | $1.76M | Buy |
101,652
+48
| +0% | +$832 | 0.08% | 98 |
|
|
2021
Q2 | $1.76M | Sell |
101,604
-288
| -0.3% | -$4.99K | 0.08% | 97 |
|
|
2021
Q1 | $1.63M | Sell |
101,892
-10,218
| -9% | -$164K | 0.08% | 96 |
|
|
2020
Q4 | $1.7M | Sell |
112,110
-16,308
| -13% | -$247K | 0.09% | 91 |
|
|
2020
Q3 | $1.73M | Sell |
128,418
-906
| -0.7% | -$12.2K | 0.09% | 90 |
|
|
2020
Q2 | $1.6M | Sell |
129,324
-20,892
| -14% | -$258K | 0.09% | 95 |
|
|
2020
Q1 | $1.53M | Buy |
150,216
+4,854
| +3% | +$49.5K | 0.11% | 77 |
|
|
2019
Q4 | $1.86M | Sell |
145,362
-3,468
| -2% | -$44.4K | 0.11% | 71 |
|
|
2019
Q3 | $1.76M | Sell |
148,830
-6
| -0% | -$71 | 0.11% | 74 |
|
|
2019
Q2 | $1.76M | Sell |
148,836
-7,314
| -5% | -$86.6K | 0.11% | 73 |
|
|
2019
Q1 | $1.76M | Sell |
156,150
-482,436
| -76% | -$5.44M | 0.12% | 70 |
|
|
2018
Q4 | $6.35M | Buy |
638,586
+632,316
| +10,085% | +$6.29M | 0.48% | 18 |
|
|
2018
Q3 | $73K | Buy |
+6,270
| New | +$73K | 0.01% | 405 |
|
|
2018
Q2 | – | Sell |
-6,264
| Closed | -$66K | – | 1242 |
|
|
2018
Q1 | $66K | Buy |
+6,264
| New | +$66K | 0.01% | 482 |
|