Brown Advisory’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
Q3 | $1.61M | Hold |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $963K | Sell |
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|
2023
Q2 | $1.15M | Hold |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $910K | Hold |
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|
2022
Q3 | $853K | Buy |
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|
2022
Q2 | $886K | Buy |
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|
2022
Q1 | $898K | Buy |
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|
2021
Q4 | $800K | Hold |
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|
2021
Q3 | $731K | Sell |
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|
2021
Q2 | $770K | Hold |
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|
2021
Q1 | $711K | Buy |
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|
2020
Q4 | $621K | Sell |
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|
2020
Q3 | $671K | Sell |
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|
2020
Q2 | $669K | Buy |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $505K | Buy |
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|
2019
Q2 | $494K | Hold |
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|
2019
Q1 | $476K | Buy |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $402K | Sell |
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|
2018
Q2 | $405K | Sell |
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|
2018
Q1 | $403K | Buy |
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|
2017
Q4 | $240K | Buy |
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|
2017
Q3 | $224K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $52K | Buy |
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