Burt Wealth Advisors’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 | $36.1M | Buy |
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|
2025
Q1 | $32.1M | Buy |
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|
2024
Q4 | $33.2M | Buy |
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|
2024
Q3 | $31.9M | Buy |
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|
2024
Q2 | $30M | Sell |
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|
2024
Q1 | $29.1M | Buy |
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|
2023
Q4 | $25.3M | Buy |
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|
2023
Q3 | $22.2M | Buy |
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|
2023
Q2 | $22.8M | Buy |
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|
2023
Q1 | $20.1M | Buy |
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|
2022
Q4 | $17.9M | Buy |
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|
2022
Q3 | $11.6M | Sell |
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|
2022
Q2 | $12.8M | Buy |
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|
2022
Q1 | $15.4M | Buy |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $8.36M | Sell |
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|
2020
Q2 | $7.69M | Buy |
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|
2020
Q1 | $5.62M | Buy |
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|
2019
Q4 | $6.76M | Buy |
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|
2019
Q3 | $5.79M | Buy |
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|
2019
Q2 | $5.37M | Buy |
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|
2019
Q1 | $4.7M | Buy |
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|
2018
Q4 | $2.41M | Buy |
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|
2018
Q3 | $310K | Buy |
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|
2018
Q2 | $256K | Hold |
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|
2018
Q1 | $248K | Hold |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $236K | Sell |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $227K | Hold |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $208K | Buy |
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|
2016
Q2 | $188K | Buy |
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|
2016
Q1 | $180K | Sell |
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|
2015
Q4 | $191K | Buy |
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|
2015
Q3 | $141K | Buy |
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|
2015
Q2 | $142K | Sell |
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|
2015
Q1 | $157K | Buy |
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|
2014
Q4 | $129K | Buy |
|