BIA
Bigelow Investment Advisors’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 | $5.26M | Sell |
215,145
-1,237
| -0.6% | -$30.2K | 2.32% | 9 |
|
|
2025
Q1 | $4.78M | Sell |
216,382
-9,517
| -4% | -$210K | 2.27% | 8 |
|
|
2024
Q4 | $5.24M | Buy |
225,899
+140,549
| +165% | +$3.26M | 2.46% | 8 |
|
|
2024
Q3 | $5.79M | Sell |
85,350
-7,266
| -8% | -$493K | 2.58% | 7 |
|
|
2024
Q2 | $5.95M | Sell |
92,616
-81
| -0.1% | -$5.2K | 2.84% | 5 |
|
|
2024
Q1 | $5.75M | Sell |
92,697
-255
| -0.3% | -$15.8K | 2.83% | 4 |
|
|
2023
Q4 | $5.24M | Sell |
92,952
-3,090
| -3% | -$174K | 2.83% | 5 |
|
|
2023
Q3 | $4.86M | Sell |
96,042
-2,115
| -2% | -$107K | 2.79% | 5 |
|
|
2023
Q2 | $5.14M | Sell |
98,157
-2,648
| -3% | -$139K | 2.81% | 5 |
|
|
2023
Q1 | $4.88M | Sell |
100,805
-3,653
| -3% | -$177K | 2.81% | 5 |
|
|
2022
Q4 | $4.72M | Sell |
104,458
-11,820
| -10% | -$534K | 2.74% | 4 |
|
|
2022
Q3 | $4.92M | Sell |
116,278
-6,988
| -6% | -$296K | 2.94% | 7 |
|
|
2022
Q2 | $5.51M | Sell |
123,266
-5,631
| -4% | -$251K | 3.03% | 7 |
|
|
2022
Q1 | $6.94M | Buy |
128,897
+66,251
| +106% | +$3.57M | 3.24% | 5 |
|
|
2021
Q4 | $7.13M | Sell |
62,646
-245
| -0.4% | -$27.9K | 3.24% | 6 |
|
|
2021
Q3 | $6.54M | Buy |
62,891
+2,550
| +4% | +$265K | 3.22% | 7 |
|
|
2021
Q2 | $6.27M | Hold |
60,341
| – | – | 3.04% | 7 |
|
|
2021
Q1 | $5.8M | Sell |
60,341
-400
| -0.7% | -$38.4K | 2.94% | 7 |
|
|
2020
Q4 | $5.52M | Buy |
60,741
+1,263
| +2% | +$115K | 2.93% | 8 |
|
|
2020
Q3 | $4.8M | Sell |
59,478
-3,789
| -6% | -$306K | 2.84% | 8 |
|
|
2020
Q2 | $4.69M | Sell |
63,267
-947
| -1% | -$70.2K | 3.04% | 7 |
|
|
2020
Q1 | $3.93M | Buy |
64,214
+8,792
| +16% | +$538K | 2.95% | 7 |
|
|
2019
Q4 | $4.26M | Buy |
55,422
+2,614
| +5% | +$201K | 2.49% | 9 |
|
|
2019
Q3 | $3.75M | Buy |
52,808
+1,631
| +3% | +$116K | 2.38% | 8 |
|
|
2019
Q2 | $3.59M | Sell |
51,177
-2,190
| -4% | -$154K | 2.41% | 7 |
|
|
2019
Q1 | $3.61M | Buy |
53,367
+741
| +1% | +$50.1K | 2.5% | 7 |
|
|
2018
Q4 | $3.14M | Buy |
52,626
+493
| +0.9% | +$29.4K | 2.35% | 7 |
|
|
2018
Q3 | $3.63M | Buy |
52,133
+4,555
| +10% | +$317K | 2.44% | 8 |
|
|
2018
Q2 | $3.09M | Buy |
47,578
+1,901
| +4% | +$124K | 2.11% | 8 |
|
|
2018
Q1 | $2.88M | Buy |
45,677
+4,701
| +11% | +$297K | 1.96% | 8 |
|
|
2017
Q4 | $2.61M | Buy |
+40,976
| New | +$2.61M | 2.6% | 7 |
|