Cerity Partners’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 | $458M | Buy |
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|
2025
Q1 | $413M | Buy |
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|
2024
Q4 | $429M | Sell |
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|
2024
Q3 | $422M | Buy |
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|
2024
Q2 | $363M | Buy |
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|
2024
Q1 | $340M | Sell |
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|
2023
Q4 | $299M | Buy |
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|
2023
Q3 | $231M | Buy |
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|
2023
Q2 | $35.2M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $8.93M | Buy |
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|
2022
Q3 | $4.4M | Sell |
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|
2022
Q2 | $7.12M | Buy |
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|
2022
Q1 | $5.4M | Buy |
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|
2021
Q4 | $5.43M | Buy |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $3.38M | Buy |
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|
2021
Q1 | $2.96M | Buy |
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|
2020
Q4 | $2.8M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $572K | Buy |
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