Cambridge Investment Research Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cambridge Investment Research Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.5M	Buy	2,826,364 +97,316	+4%	+$2.61M	0.19%	104
2025 Q4	$73.4M	Buy	2,729,048 +12,404	+0.5%	+$331K	0.19%	94
2025 Q3	$71.6M	Buy	2,716,644 +27,063	+1%	+$687K	0.2%	86
2025 Q2	$65.7M	Sell	2,689,581 -96,860	-3%	-$2.19M	0.2%	86
2025 Q1	$61.5M	Sell	2,786,441 -281,429	-9%	-$6.55M	0.21%	90
2024 Q4	$71.1M	Sell	3,067,870 -51,821	-2%	-$1.21M	0.24%	72
2024 Q3	$70.6M	Buy	3,119,691 +130,653	+4%	+$2.85M	0.24%	74
2024 Q2	$64M	Buy	2,989,038 +6,237	+0.2%	+$129K	0.24%	77
2024 Q1	$61.7M	Sell	2,982,801 -170,952	-5%	-$3.37M	0.24%	75
2023 Q4	$59.3M	Buy	3,153,753 +42,837	+1%	+$752K	0.25%	71
2023 Q3	$52.5M	Sell	3,110,916 -94,617	-3%	-$1.66M	0.24%	71
2023 Q2	$56M	Buy	3,205,533 +71,304	+2%	+$1.18M	0.26%	67
2023 Q1	$50.5M	Buy	3,134,229 +37,101	+1%	+$584K	0.25%	73
2022 Q4	$46.6M	Sell	3,097,128 -6,738	-0.2%	-$102K	0.24%	81
2022 Q3	$43.8M	Buy	3,103,866 +53,277	+2%	+$836K	0.25%	71
2022 Q2	$45.4M	Sell	3,050,589 -1,227,183	-29%	-$19.9M	0.24%	76
2022 Q1	$76.8M	Buy	4,277,772 +84,972	+2%	+$1.5M	0.35%	47
2021 Q4	$79.5M	Buy	4,192,800 +82,164	+2%	+$1.52M	0.36%	51
2021 Q3	$71.3M	Buy	4,110,636 +181,272	+5%	+$3.23M	0.35%	48
2021 Q2	$68.1M	Buy	3,929,364 +28,398	+0.7%	+$479K	0.33%	54
2021 Q1	$62.4M	Buy	3,900,966 +261,000	+7%	+$4.09M	0.34%	53
2020 Q4	$55.2M	Buy	3,639,966 +224,472	+7%	+$3.21M	0.32%	59
2020 Q3	$45.9M	Sell	3,415,494 -937,932	-22%	-$12.5M	0.31%	61
2020 Q2	$53.8M	Buy	4,353,426 +1,021,698	+31%	+$11.9M	0.4%	41
2020 Q1	$34M	Buy	3,331,728 +229,626	+7%	+$2.79M	0.33%	58
2019 Q4	$39.7M	Sell	3,102,102 -529,608	-15%	-$6.49M	0.31%	64
2019 Q3	$42.9M	Buy	3,631,710 +571,836	+19%	+$6.74M	0.38%	47
2019 Q2	$35.8M	Sell	3,059,874 -235,962	-7%	-$2.71M	0.33%	58
2019 Q1	$37.1M	Sell	3,295,836 -537,852	-14%	-$5.83M	0.36%	47
2018 Q4	$38.1M	Buy	3,833,688 +214,272	+6%	+$2.3M	0.42%	41
2018 Q3	$42M	Buy	3,619,416 +202,050	+6%	+$2.3M	0.4%	38
2018 Q2	$37M	Buy	3,417,366 +1,217,628	+55%	+$13.1M	0.39%	41
2018 Q1	$23.1M	Buy	2,199,738 +644,508	+41%	+$7.01M	0.26%	80
2017 Q4	$16.5M	Buy	1,555,230 +539,268	+53%	+$5.59M	0.19%	114
2017 Q3	$10.2M	Buy	1,015,962 +485,064	+91%	+$4.76M	0.14%	145
2017 Q2	$5.11M	Buy	530,898 +33,096	+7%	+$316K	0.08%	250
2017 Q1	$4.67M	Sell	497,802 -7,596	-2%	-$70.2K	0.08%	243
2016 Q4	$4.49M	Sell	505,398 -31,554	-6%	-$274K	0.08%	222
2016 Q3	$4.62M	Buy	536,952 +12,960	+2%	+$111K	0.09%	221
2016 Q2	$4.35M	Buy	523,992 +102,018	+24%	+$839K	0.09%	202
2016 Q1	$3.44M	Sell	421,974 -25,506	-6%	-$197K	0.08%	239
2015 Q4	$3.62M	Buy	447,480 +5,988	+1%	+$48.8K	0.09%	230
2015 Q3	$3.37M	Buy	441,492 +17,922	+4%	+$145K	0.1%	205
2015 Q2	$3.48M	Sell	423,570 -252,330	-37%	-$2.12M	0.1%	210
2015 Q1	$5.58M	Buy	675,900 +31,860	+5%	+$262K	0.16%	133
2014 Q4	$5.26M	Buy	644,040 +290,682	+82%	+$2.32M	0.16%	124
2014 Q3	$2.77M	Buy	353,358 +21,960	+7%	+$173K	0.08%	241
2014 Q2	$2.59M	Sell	331,398 -69,798	-17%	-$529K	0.09%	220
2014 Q1	$2.99M	Buy	401,196 +135,306	+51%	+$991K	0.11%	167
2013 Q4	$1.95M	Buy	265,890 +3,666	+1%	+$25.8K	0.08%	241
2013 Q3	$1.76M	Buy	262,224 +21,534	+9%	+$144K	0.08%	244
2013 Q2	$1.53M	Buy	+240,690	New	+$1.54M	0.08%	235