Badgley Phelps Wealth Managers’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 | $1.45M | Sell |
59,285
-376
| -0.6% | -$9.19K | 0.03% | 162 |
|
|
2025
Q1 | $1.32M | Buy |
59,661
+146
| +0.2% | +$3.22K | 0.03% | 165 |
|
|
2024
Q4 | $1.38M | Sell |
59,515
-7,157
| -11% | -$166K | 0.03% | 162 |
|
|
2024
Q3 | $1.51M | Sell |
66,672
-3,954
| -6% | -$89.4K | 0.04% | 156 |
|
|
2024
Q2 | $1.52M | Sell |
70,626
-1,050
| -1% | -$22.6K | 0.04% | 150 |
|
|
2024
Q1 | $1.48M | Sell |
71,676
-7,650
| -10% | -$158K | 0.04% | 149 |
|
|
2023
Q4 | $1.49M | Buy |
79,326
+744
| +0.9% | +$14K | 0.04% | 145 |
|
|
2023
Q3 | $1.33M | Buy |
78,582
+14,118
| +22% | +$238K | 0.05% | 141 |
|
|
2023
Q2 | $1.13M | Sell |
64,464
-2,937
| -4% | -$51.3K | 0.04% | 143 |
|
|
2023
Q1 | $1.09M | Buy |
67,401
+4,851
| +8% | +$78.2K | 0.04% | 129 |
|
|
2022
Q4 | $941K | Sell |
62,550
-1,800
| -3% | -$27.1K | 0.04% | 132 |
|
|
2022
Q3 | $908K | Sell |
64,350
-4,233
| -6% | -$59.7K | 0.04% | 125 |
|
|
2022
Q2 | $1.02M | Buy |
68,583
+12,642
| +23% | +$188K | 0.04% | 125 |
|
|
2022
Q1 | $1M | Sell |
55,941
-1,047
| -2% | -$18.8K | 0.03% | 132 |
|
|
2021
Q4 | $1.08M | Buy |
56,988
+72
| +0.1% | +$1.37K | 0.04% | 132 |
|
|
2021
Q3 | $987K | Buy |
+56,916
| New | +$987K | 0.04% | 134 |
|