BFC
Bedel Financial Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Hold |
29,770
| – | – | 0.1% | 114 |
|
|
2025
Q1 | $658K | Sell |
29,770
-452
| -1% | -$9.99K | 0.09% | 118 |
|
|
2024
Q4 | $724K | Buy |
30,222
+20,387
| +207% | +$488K | 0.1% | 113 |
|
|
2024
Q3 | $667K | Sell |
9,835
-50
| -0.5% | -$3.39K | 0.09% | 116 |
|
|
2024
Q2 | $635K | Sell |
9,885
-758
| -7% | -$48.7K | 0.09% | 117 |
|
|
2024
Q1 | $661K | Buy |
10,643
+30
| +0.3% | +$1.86K | 0.1% | 108 |
|
|
2023
Q4 | $599K | Sell |
10,613
-359
| -3% | -$20.2K | 0.11% | 113 |
|
|
2023
Q3 | $555K | Sell |
10,972
-391
| -3% | -$19.8K | 0.11% | 112 |
|
|
2023
Q2 | $595K | Buy |
11,363
+1,770
| +18% | +$92.7K | 0.12% | 103 |
|
|
2023
Q1 | $464K | Sell |
9,593
-174
| -2% | -$8.42K | 0.11% | 120 |
|
|
2022
Q4 | $441K | Sell |
9,767
-248
| -2% | -$11.2K | 0.11% | 122 |
|
|
2022
Q3 | $450K | Buy |
10,015
+647
| +7% | +$29.1K | 0.12% | 117 |
|
|
2022
Q2 | $418K | Hold |
9,368
| – | – | 0.12% | 118 |
|
|
2022
Q1 | $504K | Buy |
9,368
+4,828
| +106% | +$260K | 0.16% | 94 |
|
|
2021
Q4 | $517K | Sell |
4,540
-45
| -1% | -$5.12K | 0.16% | 93 |
|
|
2021
Q3 | $477K | Sell |
4,585
-41
| -0.9% | -$4.27K | 0.16% | 92 |
|
|
2021
Q2 | $481K | Sell |
4,626
-493
| -10% | -$51.3K | 0.17% | 92 |
|
|
2021
Q1 | $492K | Hold |
5,119
| – | – | 0.19% | 86 |
|
|
2020
Q4 | $466K | Sell |
5,119
-575
| -10% | -$52.3K | 0.21% | 76 |
|
|
2020
Q3 | $459K | Hold |
5,694
| – | – | 0.23% | 64 |
|
|
2020
Q2 | $422K | Buy |
5,694
+41
| +0.7% | +$3.04K | 0.23% | 64 |
|
|
2020
Q1 | $346K | Hold |
5,653
| – | – | 0.23% | 73 |
|
|
2019
Q4 | $434K | Hold |
5,653
| – | – | 0.25% | 74 |
|
|
2019
Q3 | $401K | Hold |
5,653
| – | – | 0.24% | 80 |
|
|
2019
Q2 | $397K | Hold |
5,653
| – | – | 0.24% | 80 |
|
|
2019
Q1 | $382K | Sell |
5,653
-356
| -6% | -$24.1K | 0.24% | 78 |
|
|
2018
Q4 | $359K | Sell |
6,009
-65
| -1% | -$3.88K | 0.26% | 78 |
|
|
2018
Q3 | $407K | Buy |
6,074
+869
| +17% | +$58.2K | 0.27% | 77 |
|
|
2018
Q2 | $338K | Buy |
5,205
+446
| +9% | +$29K | 0.25% | 85 |
|
|
2018
Q1 | $300K | Hold |
4,759
| – | – | 0.23% | 92 |
|
|
2017
Q4 | $304K | Buy |
+4,759
| New | +$304K | 0.27% | 88 |
|