BFG
Bouchey Financial Group’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 | $1.9M | Sell |
77,799
-17
| -0% | -$415 | 0.16% | 35 |
|
|
2025
Q1 | $1.72M | Buy |
77,816
+1,098
| +1% | +$24.2K | 0.16% | 37 |
|
|
2024
Q4 | $1.78M | Buy |
76,718
+51,005
| +198% | +$1.18M | 0.16% | 37 |
|
|
2024
Q3 | $1.74M | Hold |
25,713
| – | – | 0.16% | 37 |
|
|
2024
Q2 | $1.65M | Sell |
25,713
-225
| -0.9% | -$14.5K | 0.16% | 39 |
|
|
2024
Q1 | $1.61M | Sell |
25,938
-12
| -0% | -$745 | 0.16% | 39 |
|
|
2023
Q4 | $1.46M | Sell |
25,950
-131
| -0.5% | -$7.39K | 0.16% | 39 |
|
|
2023
Q3 | $1.32M | Sell |
26,081
-70
| -0.3% | -$3.54K | 0.16% | 36 |
|
|
2023
Q2 | $1.37M | Buy |
26,151
+591
| +2% | +$31K | 0.17% | 36 |
|
|
2023
Q1 | $1.24M | Buy |
25,560
+146
| +0.6% | +$7.06K | 0.16% | 37 |
|
|
2022
Q4 | $1.15M | Sell |
25,414
-825
| -3% | -$37.2K | 0.17% | 36 |
|
|
2022
Q3 | $1.11M | Buy |
26,239
+3,793
| +17% | +$161K | 0.16% | 39 |
|
|
2022
Q2 | $1M | Hold |
22,446
| – | – | 0.16% | 37 |
|
|
2022
Q1 | $1.21M | Buy |
22,446
+11,039
| +97% | +$595K | 0.16% | 34 |
|
|
2021
Q4 | $1.3M | Sell |
11,407
-25
| -0.2% | -$2.85K | 0.17% | 39 |
|
|
2021
Q3 | $1.19M | Sell |
11,432
-217
| -2% | -$22.6K | 0.17% | 39 |
|
|
2021
Q2 | $1.21M | Sell |
11,649
-529
| -4% | -$55K | 0.19% | 32 |
|
|
2021
Q1 | $1.17M | Sell |
12,178
-186
| -2% | -$17.9K | 0.19% | 31 |
|
|
2020
Q4 | $1.13M | Buy |
12,364
+8
| +0.1% | +$728 | 0.19% | 31 |
|
|
2020
Q3 | $996K | Sell |
12,356
-1,481
| -11% | -$119K | 0.19% | 33 |
|
|
2020
Q2 | $1.03M | Sell |
13,837
-938
| -6% | -$69.5K | 0.22% | 27 |
|
|
2020
Q1 | $905K | Buy |
14,775
+67
| +0.5% | +$4.1K | 0.24% | 31 |
|
|
2019
Q4 | $1.13M | Sell |
14,708
-35
| -0.2% | -$2.69K | 0.26% | 34 |
|
|
2019
Q3 | $1.05M | Sell |
14,743
-516
| -3% | -$36.6K | 0.25% | 34 |
|
|
2019
Q2 | $1.07M | Sell |
15,259
-206
| -1% | -$14.5K | 0.26% | 33 |
|
|
2019
Q1 | $1.05M | Sell |
15,465
-145
| -0.9% | -$9.81K | 0.26% | 35 |
|
|
2018
Q4 | $932K | Buy |
15,610
+10,827
| +226% | +$646K | 0.26% | 37 |
|
|
2018
Q3 | $333K | Sell |
4,783
-17
| -0.4% | -$1.18K | 0.08% | 54 |
|
|
2018
Q2 | $312K | Sell |
4,800
-864
| -15% | -$56.2K | 0.08% | 53 |
|
|
2018
Q1 | $357K | Sell |
5,664
-92,493
| -94% | -$5.83M | 0.1% | 48 |
|
|
2017
Q4 | $6.26M | Sell |
98,157
-1,421
| -1% | -$90.6K | 1.81% | 19 |
|
|
2017
Q3 | $5.98M | Buy |
99,578
+1,105
| +1% | +$66.3K | 1.87% | 20 |
|
|
2017
Q2 | $5.69M | Buy |
98,473
+420
| +0.4% | +$24.3K | 1.82% | 21 |
|
|
2017
Q1 | $5.52M | Sell |
98,053
-39,437
| -29% | -$2.22M | 1.92% | 20 |
|
|
2016
Q4 | $7.32M | Sell |
137,490
-10,833
| -7% | -$577K | 3.04% | 12 |
|
|
2016
Q3 | $7.66M | Buy |
148,323
+4,246
| +3% | +$219K | 2.99% | 11 |
|
|
2016
Q2 | $7.17M | Sell |
144,077
-96
| -0.1% | -$4.78K | 2.9% | 15 |
|
|
2016
Q1 | $7.04M | Buy |
144,173
+12,842
| +10% | +$627K | 2.98% | 13 |
|
|
2015
Q4 | $6.38M | Sell |
131,331
-36,459
| -22% | -$1.77M | 2.76% | 15 |
|
|
2015
Q3 | $7.68M | Buy |
167,790
+9,248
| +6% | +$423K | 3.69% | 9 |
|
|
2015
Q2 | $7.82M | Buy |
158,542
+16,952
| +12% | +$836K | 3.33% | 8 |
|
|
2015
Q1 | $7.02M | Buy |
141,590
+6,156
| +5% | +$305K | 3.16% | 8 |
|
|
2014
Q4 | $6.64M | Buy |
135,434
+23,251
| +21% | +$1.14M | 3.12% | 9 |
|
|
2014
Q3 | $5.27M | Buy |
112,183
+8,547
| +8% | +$402K | 2.67% | 9 |
|
|
2014
Q2 | $4.85M | Sell |
103,636
-8
| -0% | -$375 | 2.6% | 12 |
|
|
2014
Q1 | $4.63M | Buy |
103,644
+13,152
| +15% | +$588K | 2.82% | 9 |
|
|
2013
Q4 | $3.99M | Buy |
+90,492
| New | +$3.99M | 2.81% | 11 |
|