Charles Schwab Trust’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 | $110M | Buy |
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|
2025
Q2 | $95.2M | Sell |
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|
2025
Q1 | $87.1M | Buy |
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|
2024
Q4 | $82.5M | Sell |
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|
2024
Q3 | $81.5M | Buy |
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|
2024
Q2 | $71.9M | Sell |
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|
2024
Q1 | $70.3M | Buy |
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|
2023
Q4 | $56.8M | Buy |
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|
2023
Q3 | $46.4M | Buy |
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|
2023
Q2 | $44M | Buy |
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|
2023
Q1 | $43M | Buy |
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|
2022
Q4 | $38.8M | Buy |
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|
2022
Q3 | $12.7M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $29.7M | Buy |
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|
2021
Q2 | $28.9M | Buy |
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|
2021
Q1 | $25.9M | Buy |
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|
2020
Q4 | $20.1M | Buy |
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|
2020
Q3 | $15.4M | Buy |
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|
2020
Q2 | $12.7M | Buy |
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|
2020
Q1 | $6.17M | Buy |
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|
2019
Q4 | $5.14M | Buy |
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|
2019
Q3 | $3.91M | Buy |
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