Brand Asset Management Group’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 | $9.34M | Buy |
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|
2025
Q1 | $7.56M | Sell |
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|
2024
Q4 | $8.31M | Sell |
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|
2024
Q3 | $8.4M | Sell |
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|
2024
Q2 | $8.15M | Sell |
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|
2024
Q1 | $7.95M | Sell |
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|
2023
Q4 | $7.43M | Buy |
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|
2023
Q3 | $5.94M | Sell |
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|
2023
Q2 | $6.27M | Sell |
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|
2023
Q1 | $6.03M | Sell |
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|
2022
Q4 | $7.48M | Buy |
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|
2022
Q3 | $6.89M | Sell |
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|
2022
Q2 | $7.58M | Sell |
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|
2022
Q1 | $9.52M | Buy |
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|
2021
Q4 | $7.08M | Sell |
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|
2021
Q3 | $6.52M | Buy |
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|
2021
Q2 | $6.48M | Buy |
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|
2021
Q1 | $5.83M | Buy |
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|
2020
Q4 | $5.44M | Buy |
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|
2020
Q3 | $4.8M | Sell |
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|
2020
Q2 | $4.55M | Buy |
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|
2020
Q1 | $3.74M | Buy |
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|
2019
Q4 | $2.44M | Sell |
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|
2019
Q3 | $2.4M | Buy |
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|
2019
Q2 | $2.16M | Buy |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $943K | Buy |
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|
2018
Q3 | $875K | Hold |
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|
2018
Q2 | $817K | Buy |
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