BFSG LLC’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
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $988K | Sell |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $828K | Buy |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $671K | Sell |
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|
2022
Q2 | $745K | Sell |
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|
2022
Q1 | $900K | Buy |
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|
2021
Q4 | $907K | Buy |
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|
2021
Q3 | $827K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $742K | Buy |
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|
2020
Q4 | $691K | Sell |
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|
2020
Q3 | $634K | Sell |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $727K | Buy |
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|
2019
Q3 | $666K | Sell |
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|
2019
Q2 | $665K | Sell |
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|
2019
Q1 | $658K | Buy |
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|
2018
Q4 | $573K | Buy |
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|
2018
Q3 | $521K | Sell |
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|
2018
Q2 | $515K | Sell |
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|
2018
Q1 | $511K | Sell |
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|
2017
Q4 | $536K | Sell |
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|
2017
Q3 | $505K | Buy |
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|
2017
Q2 | $475K | Buy |
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|
2017
Q1 | $451K | Buy |
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