Cambridge Advisors’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 | $936K | Sell |
38,304
-2,058
| -5% | -$50.3K | 0.2% | 77 |
|
|
2025
Q1 | $891K | Hold |
40,362
| – | – | 0.2% | 81 |
|
|
2024
Q4 | $936K | Hold |
40,362
| – | – | 0.21% | 77 |
|
|
2024
Q3 | $913K | Sell |
40,362
-1,080
| -3% | -$24.4K | 0.2% | 79 |
|
|
2024
Q2 | $888K | Buy |
41,442
+6
| +0% | +$129 | 0.21% | 79 |
|
|
2024
Q1 | $857K | Buy |
41,436
+225
| +0.5% | +$4.66K | 0.2% | 78 |
|
|
2023
Q4 | $775K | Sell |
41,211
-54
| -0.1% | -$1.02K | 0.19% | 82 |
|
|
2023
Q3 | $696K | Buy |
41,265
+2,295
| +6% | +$38.7K | 0.19% | 85 |
|
|
2023
Q2 | $680K | Buy |
38,970
+16,290
| +72% | +$284K | 0.17% | 90 |
|
|
2023
Q1 | $366K | Sell |
22,680
-1,584
| -7% | -$25.5K | 0.09% | 136 |
|
|
2022
Q4 | $365K | Buy |
24,264
+1,665
| +7% | +$25.1K | 0.1% | 135 |
|
|
2022
Q3 | $319K | Buy |
22,599
+7,410
| +49% | +$105K | 0.09% | 134 |
|
|
2022
Q2 | $226K | Buy |
15,189
+93
| +0.6% | +$1.38K | 0.06% | 163 |
|
|
2022
Q1 | $271K | Buy |
15,096
+600
| +4% | +$10.8K | 0.06% | 157 |
|
|
2021
Q4 | $275K | Sell |
14,496
-1,860
| -11% | -$35.3K | 0.06% | 160 |
|
|
2021
Q3 | $284K | Sell |
16,356
-96
| -0.6% | -$1.67K | 0.07% | 153 |
|
|
2021
Q2 | $285K | Buy |
16,452
+666
| +4% | +$11.5K | 0.07% | 148 |
|
|
2021
Q1 | $253K | Sell |
15,786
-78
| -0.5% | -$1.25K | 0.06% | 150 |
|
|
2020
Q4 | $240K | Hold |
15,864
| – | – | 0.06% | 147 |
|
|
2020
Q3 | $213K | Buy |
+15,864
| New | +$213K | 0.06% | 144 |
|
|
2019
Q2 | – | Sell |
-18,012
| Closed | -$203K | – | 141 |
|
|
2019
Q1 | $203K | Buy |
+18,012
| New | +$203K | 0.07% | 130 |
|
|
2018
Q4 | – | Sell |
-17,376
| Closed | -$201K | – | 142 |
|
|
2018
Q3 | $201K | Buy |
+17,376
| New | +$201K | 0.07% | 135 |
|