Beacon Pointe Advisors’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 | $148M | Buy |
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|
2025
Q1 | $132M | Sell |
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|
2024
Q4 | $143M | Sell |
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|
2024
Q3 | $145M | Sell |
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|
2024
Q2 | $147M | Sell |
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|
2024
Q1 | $144M | Sell |
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|
2023
Q4 | $132M | Sell |
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|
2023
Q3 | $121M | Buy |
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|
2023
Q2 | $119M | Sell |
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|
2023
Q1 | $118M | Buy |
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|
2022
Q4 | $106M | Buy |
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|
2022
Q3 | $98.5M | Buy |
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|
2022
Q2 | $97.9M | Sell |
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|
2022
Q1 | $124M | Buy |
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|
2021
Q4 | $41.3M | Sell |
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|
2021
Q3 | $38.9M | Sell |
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|
2021
Q2 | $39.6M | Sell |
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|
2021
Q1 | $37.9M | Sell |
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|
2020
Q4 | $36.2M | Buy |
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|
2020
Q3 | $31.2M | Buy |
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|
2020
Q2 | $28.3M | Buy |
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|
2020
Q1 | $8.21M | Buy |
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|
2019
Q4 | $1.62M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $861K | Sell |
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|
2018
Q4 | $857K | Buy |
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