Campbell Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $366M | Buy |
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|
2024
Q3 | $347M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $303M | Buy |
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|
2023
Q4 | $259M | Buy |
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|
2023
Q3 | $228M | Sell |
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|
2023
Q2 | $244M | Buy |
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|
2023
Q1 | $219M | Buy |
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|
2022
Q4 | $198M | Buy |
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|
2022
Q3 | $185M | Buy |
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|
2022
Q2 | $194M | Sell |
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|
2022
Q1 | $241M | Buy |
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|
2021
Q4 | $255M | Buy |
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|
2021
Q3 | $226M | Buy |
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|
2021
Q2 | $224M | Buy |
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|
2021
Q1 | $201M | Buy |
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|
2020
Q4 | $183M | Buy |
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|
2020
Q3 | $157M | Buy |
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|
2020
Q2 | $136M | Buy |
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|
2020
Q1 | $104M | Buy |
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|
2019
Q4 | $127M | Buy |
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|
2019
Q3 | $112M | Buy |
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|
2019
Q2 | $105M | Buy |
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|
2019
Q1 | $94.1M | Buy |
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|
2018
Q4 | $77.5M | Buy |
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