CAPTRUST Financial Advisors’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
Q2 | $445M | Buy |
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|
2025
Q1 | $393M | Buy |
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|
2024
Q4 | $52.5M | Sell |
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|
2024
Q3 | $53.4M | Buy |
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|
2024
Q2 | $50.2M | Buy |
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|
2024
Q1 | $43M | Sell |
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|
2023
Q4 | $46.5M | Sell |
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|
2023
Q3 | $44M | Buy |
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|
2023
Q2 | $39.6M | Sell |
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|
2023
Q1 | $46M | Sell |
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|
2022
Q4 | $63.2M | Sell |
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|
2022
Q3 | $71.2M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $17.1M | Buy |
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|
2021
Q4 | $17.7M | Sell |
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|
2021
Q3 | $17.4M | Buy |
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|
2021
Q2 | $16.8M | Sell |
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|
2021
Q1 | $15.6M | Sell |
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|
2020
Q4 | $15M | Sell |
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|
2020
Q3 | $13.8M | Sell |
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|
2020
Q2 | $13.3M | Sell |
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|
2020
Q1 | $10.8M | Sell |
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|
2019
Q4 | $16.5M | Sell |
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|
2019
Q3 | $21.3M | Buy |
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|
2019
Q2 | $5.72M | Buy |
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|
2019
Q1 | $5.35M | Buy |
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|
2018
Q4 | $601K | Buy |
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|
2018
Q3 | $602K | Buy |
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|
2018
Q2 | $308K | Buy |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q4 | $52K | Hold |
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|
2017
Q3 | $52K | Buy |
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