Capital Analysts LLC’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 | $1.24M | Buy |
50,675
+3,687
| +8% | +$90.1K | 0.04% | 256 |
|
|
2025
Q1 | $1.04M | Sell |
46,988
-456
| -1% | -$10.1K | 0.04% | 259 |
|
|
2024
Q4 | $1.1M | Sell |
47,444
-12,373
| -21% | -$287K | 0.04% | 238 |
|
|
2024
Q3 | $1.35M | Buy |
59,817
+36,804
| +160% | +$832K | 0.06% | 215 |
|
|
2024
Q2 | $493K | Buy |
23,013
+15,126
| +192% | +$324K | 0.02% | 328 |
|
|
2024
Q1 | $163K | Buy |
7,887
+4,602
| +140% | +$95.1K | 0.01% | 478 |
|
|
2023
Q4 | $62K | Buy |
3,285
+12
| +0.4% | +$226 | ﹤0.01% | 610 |
|
|
2023
Q3 | $55K | Buy |
3,273
+12
| +0.4% | +$202 | ﹤0.01% | 590 |
|
|
2023
Q2 | $57K | Buy |
3,261
+12
| +0.4% | +$210 | ﹤0.01% | 560 |
|
|
2023
Q1 | $52K | Buy |
3,249
+12
| +0.4% | +$192 | ﹤0.01% | 590 |
|
|
2022
Q4 | $49K | Buy |
3,237
+15
| +0.5% | +$227 | ﹤0.01% | 625 |
|
|
2022
Q3 | $45K | Buy |
+3,222
| New | +$45K | ﹤0.01% | 582 |
|
|
2021
Q1 | – | Sell |
-564
| Closed | -$9K | – | 1096 |
|
|
2020
Q4 | $9K | Buy |
+564
| New | +$9K | ﹤0.01% | 581 |
|