Caprock Group’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
Q3 | $11M | Buy |
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|
2025
Q1 | $9.47M | Buy |
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|
2024
Q4 | $9.83M | Buy |
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|
2024
Q3 | $9.59M | Sell |
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|
2024
Q2 | $9.18M | Buy |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $916K | Buy |
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|
2021
Q3 | $709K | Buy |
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|
2021
Q2 | $708K | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $462K | Hold |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $376K | Hold |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $371K | Sell |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $314K | Buy |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | $322K | Hold |
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|
2017
Q4 | $339K | Sell |
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|
2017
Q3 | $311K | Sell |
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|
2017
Q2 | $312K | Buy |
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|
2017
Q1 | $271K | Sell |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $251K | Hold |
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|
2016
Q2 | $242K | Hold |
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|
2016
Q1 | $238K | Buy |
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