Bleakley Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40M | Buy |
1,636,106
+1,238,098
| +311% | +$30.3M | 1.02% | 22 |
|
|
2025
Q1 | $8.79M | Buy |
398,008
+271,312
| +214% | +$5.99M | 0.28% | 67 |
|
|
2024
Q4 | $2.94M | Buy |
126,696
+2,064
| +2% | +$47.8K | 0.09% | 190 |
|
|
2024
Q3 | $2.82M | Sell |
124,632
-3,675
| -3% | -$83.1K | 0.09% | 195 |
|
|
2024
Q2 | $2.75M | Buy |
128,307
+7,473
| +6% | +$160K | 0.08% | 233 |
|
|
2024
Q1 | $2.5M | Sell |
120,834
-1,059
| -0.9% | -$21.9K | 0.07% | 252 |
|
|
2023
Q4 | $2.29M | Sell |
121,893
-3,123
| -2% | -$58.7K | 0.07% | 255 |
|
|
2023
Q3 | $2.11M | Sell |
125,016
-8,145
| -6% | -$137K | 0.07% | 246 |
|
|
2023
Q2 | $2.32M | Buy |
133,161
+156
| +0.1% | +$2.72K | 0.07% | 234 |
|
|
2023
Q1 | $2.14M | Buy |
133,005
+19,680
| +17% | +$317K | 0.07% | 239 |
|
|
2022
Q4 | $1.71M | Buy |
+113,325
| New | +$1.71M | 0.06% | 284 |
|