Broadview Financial Management’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 | $3.19M | Sell |
130,380
-1,719
| -1% | -$42K | 2.16% | 12 |
|
|
2025
Q1 | $2.92M | Sell |
132,099
-596
| -0.4% | -$13.2K | 2.18% | 13 |
|
|
2024
Q4 | $3.08M | Sell |
132,695
-4,810
| -3% | -$111K | 2.2% | 13 |
|
|
2024
Q3 | $3.11M | Sell |
137,505
-2,130
| -2% | -$48.2K | 2.11% | 13 |
|
|
2024
Q2 | $2.99M | Sell |
139,635
-3,867
| -3% | -$82.8K | 2.18% | 13 |
|
|
2024
Q1 | $2.97M | Sell |
143,502
-8,610
| -6% | -$178K | 2.16% | 13 |
|
|
2023
Q4 | $2.86M | Sell |
152,112
-2,874
| -2% | -$54K | 2.21% | 13 |
|
|
2023
Q3 | $2.61M | Sell |
154,986
-1,794
| -1% | -$30.3K | 2.42% | 13 |
|
|
2023
Q2 | $2.74M | Sell |
156,780
-6,423
| -4% | -$112K | 2.34% | 13 |
|
|
2023
Q1 | $2.63M | Sell |
163,203
-234
| -0.1% | -$3.77K | 2.3% | 13 |
|
|
2022
Q4 | $2.46M | Buy |
163,437
+5,760
| +4% | +$86.7K | 2.21% | 12 |
|
|
2022
Q3 | $2.23M | Sell |
157,677
-3,618
| -2% | -$51.1K | 2.23% | 13 |
|
|
2022
Q2 | $2.4M | Sell |
161,295
-1,857
| -1% | -$27.6K | 2.24% | 13 |
|
|
2022
Q1 | $2.93M | Sell |
163,152
-1,386
| -0.8% | -$24.9K | 2.17% | 13 |
|
|
2021
Q4 | $3.12M | Sell |
164,538
-4,128
| -2% | -$78.3K | 2.22% | 13 |
|
|
2021
Q3 | $2.92M | Sell |
168,666
-1,836
| -1% | -$31.8K | 2.26% | 13 |
|
|
2021
Q2 | $2.96M | Sell |
170,502
-2,142
| -1% | -$37.1K | 2.23% | 13 |
|
|
2021
Q1 | $2.76M | Sell |
172,644
-12,966
| -7% | -$208K | 2.15% | 13 |
|
|
2020
Q4 | $2.81M | Sell |
185,610
-7,854
| -4% | -$119K | 2.16% | 14 |
|
|
2020
Q3 | $2.6M | Sell |
193,464
-15,078
| -7% | -$203K | 2.19% | 14 |
|
|
2020
Q2 | $2.58M | Sell |
208,542
-12,246
| -6% | -$151K | 2.06% | 15 |
|
|
2020
Q1 | $2.25M | Sell |
220,788
-996
| -0.4% | -$10.2K | 2.01% | 16 |
|
|
2019
Q4 | $2.84M | Sell |
221,784
-7,410
| -3% | -$94.9K | 1.98% | 16 |
|
|
2019
Q3 | $2.71M | Buy |
229,194
+3,630
| +2% | +$42.9K | 2.01% | 16 |
|
|
2019
Q2 | $2.64M | Sell |
225,564
-3,552
| -2% | -$41.6K | 1.99% | 16 |
|
|
2019
Q1 | $2.58M | Buy |
229,116
+85,398
| +59% | +$962K | 2.01% | 15 |
|
|
2018
Q4 | $1.43M | Sell |
143,718
-5,070
| -3% | -$50.4K | 1.27% | 19 |
|
|
2018
Q3 | $1.73M | Buy |
148,788
+13,776
| +10% | +$160K | 1.55% | 16 |
|
|
2018
Q2 | $1.46M | Buy |
135,012
+1,332
| +1% | +$14.4K | 1.43% | 17 |
|
|
2018
Q1 | $1.41M | Buy |
133,680
+2,340
| +2% | +$24.6K | 1.39% | 17 |
|
|
2017
Q4 | $1.4M | Buy |
+131,340
| New | +$1.4M | 1.35% | 17 |
|