Bigelow Investment 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 | $5.26M | Sell |
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|
2025
Q1 | $4.78M | Sell |
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|
2024
Q4 | $5.24M | Sell |
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|
2024
Q3 | $5.79M | Sell |
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|
2024
Q2 | $5.95M | Sell |
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|
2024
Q1 | $5.75M | Sell |
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|
2023
Q4 | $5.24M | Sell |
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|
2023
Q3 | $4.86M | Sell |
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|
2023
Q2 | $5.14M | Sell |
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|
2023
Q1 | $4.88M | Sell |
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|
2022
Q4 | $4.72M | Sell |
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|
2022
Q3 | $4.92M | Sell |
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|
2022
Q2 | $5.5M | Sell |
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|
2022
Q1 | $6.94M | Buy |
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|
2021
Q4 | $7.13M | Sell |
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|
2021
Q3 | $6.54M | Buy |
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|
2021
Q2 | $6.27M | Hold |
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|
2021
Q1 | $5.79M | Sell |
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|
2020
Q4 | $5.52M | Buy |
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|
2020
Q3 | $4.8M | Sell |
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|
2020
Q2 | $4.69M | Sell |
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|
2020
Q1 | $3.93M | Buy |
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|
2019
Q4 | $4.26M | Buy |
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|
2019
Q3 | $3.75M | Buy |
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|
2019
Q2 | $3.59M | Sell |
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|
2019
Q1 | $3.61M | Buy |
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|
2018
Q4 | $3.14M | Buy |
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|
2018
Q3 | $3.63M | Buy |
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|
2018
Q2 | $3.09M | Buy |
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|
2018
Q1 | $2.88M | Buy |
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|
2017
Q4 | $2.61M | Buy |
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