BSW Wealth Partners’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 | $407K | Buy |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $558K | Sell |
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|
2023
Q3 | $507K | Sell |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $495K | Buy |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | $335K | Sell |
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|
2019
Q3 | $323K | Sell |
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|
2019
Q2 | $324K | Hold |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $429K | Buy |
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|
2018
Q3 | $413K | Sell |
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|
2018
Q2 | $389K | Buy |
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|
2018
Q1 | $369K | Sell |
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|
2017
Q4 | $615K | Buy |
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|
2017
Q3 | $555K | Buy |
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|
2017
Q2 | $533K | Buy |
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|
2017
Q1 | $512K | Sell |
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|
2016
Q4 | $718K | Buy |
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|
2016
Q3 | $13.2K | Sell |
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|
2016
Q2 | $653K | Sell |
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|
2016
Q1 | $642K | Buy |
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|
2015
Q4 | $625K | Sell |
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|
2015
Q3 | $589K | Buy |
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|
2015
Q2 | $428K | Buy |
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|
2015
Q1 | $430K | Buy |
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|
2014
Q4 | $426K | Buy |
|