Cetera Investment Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Buy |
931,112
+232,909
| +33% | +$5.69M | 0.04% | 470 |
|
|
2025
Q1 | $15.4M | Sell |
698,203
-131,019
| -16% | -$2.89M | 0.03% | 555 |
|
|
2024
Q4 | $19.2M | Buy |
829,222
+533,814
| +181% | +$12.4M | 0.04% | 444 |
|
|
2024
Q3 | $20M | Buy |
295,408
+20,639
| +8% | +$1.4M | 0.04% | 416 |
|
|
2024
Q2 | $17.7M | Sell |
274,769
-7,441
| -3% | -$478K | 0.04% | 433 |
|
|
2024
Q1 | $17.5M | Buy |
282,210
+259,593
| +1,148% | +$16.1M | 0.04% | 432 |
|
|
2023
Q4 | $1.28M | Buy |
22,617
+10,038
| +80% | +$566K | 0.01% | 971 |
|
|
2023
Q3 | $637K | Buy |
12,579
+526
| +4% | +$26.6K | 0.01% | 1303 |
|
|
2023
Q2 | $631K | Buy |
12,053
+1,027
| +9% | +$53.8K | 0.01% | 1305 |
|
|
2023
Q1 | $533K | Buy |
11,026
+924
| +9% | +$44.7K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $456K | Sell |
10,102
-98,600
| -91% | -$4.45M | ﹤0.01% | 1424 |
|
|
2022
Q3 | $4.6M | Buy |
108,702
+2,150
| +2% | +$91.1K | 0.09% | 233 |
|
|
2022
Q2 | $4.76M | Buy |
106,552
+31,381
| +42% | +$1.4M | 0.08% | 265 |
|
|
2022
Q1 | $4.05M | Buy |
75,171
+46,062
| +158% | +$2.48M | 0.06% | 333 |
|
|
2021
Q4 | $3.31M | Buy |
29,109
+3,963
| +16% | +$451K | 0.05% | 395 |
|
|
2021
Q3 | $2.62M | Sell |
25,146
-7,152
| -22% | -$744K | 0.04% | 430 |
|
|
2021
Q2 | $3.36M | Buy |
32,298
+12,524
| +63% | +$1.3M | 0.05% | 373 |
|
|
2021
Q1 | $1.9M | Sell |
19,774
-13,575
| -41% | -$1.3M | 0.04% | 436 |
|
|
2020
Q4 | $3.03M | Buy |
+33,349
| New | +$3.03M | 0.06% | 329 |
|