Bedel Financial Consulting’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 | $728K | Hold |
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|
2025
Q1 | $658K | Sell |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $635K | Sell |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $555K | Sell |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $481K | Sell |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $466K | Sell |
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|
2020
Q3 | $459K | Hold |
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|
2020
Q2 | $422K | Buy |
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|
2020
Q1 | $346K | Hold |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $401K | Hold |
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|
2019
Q2 | $397K | Hold |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $407K | Buy |
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|
2018
Q2 | $338K | Buy |
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|
2018
Q1 | $300K | Hold |
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|
2017
Q4 | $304K | Buy |
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