Baker Avenue Asset 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
Q2 | $61.9M | Buy |
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|
2025
Q1 | $53.9M | Buy |
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|
2024
Q4 | $51.7M | Buy |
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|
2024
Q3 | $43.2M | Buy |
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|
2024
Q2 | $35M | Buy |
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|
2024
Q1 | $33.8M | Buy |
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|
2023
Q4 | $30.7M | Buy |
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|
2023
Q3 | $23.2M | Buy |
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|
2023
Q2 | $22.3M | Buy |
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|
2023
Q1 | $19M | Buy |
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|
2022
Q4 | $16.2M | Buy |
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|
2022
Q3 | $12.3M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $14.2M | Buy |
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|
2021
Q4 | $13.8M | Buy |
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|
2021
Q3 | $12.3M | Buy |
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|
2021
Q2 | $11.7M | Sell |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $10.8M | Buy |
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|
2020
Q3 | $8.32M | Buy |
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|
2020
Q2 | $7.5M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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