Chicago Partners Investment 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
Q2 | $37.9M | Buy |
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|
2025
Q1 | $32.5M | Buy |
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|
2024
Q4 | $32.4M | Sell |
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|
2024
Q3 | $30.4M | Buy |
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|
2024
Q2 | $27.7M | Buy |
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|
2024
Q1 | $24.5M | Buy |
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|
2023
Q4 | $22.1M | Buy |
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|
2023
Q3 | $17.5M | Buy |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $6.89M | Buy |
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|
2022
Q2 | $5.8M | Buy |
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|
2022
Q1 | $4.76M | Buy |
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|
2021
Q4 | $3.6M | Buy |
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|
2021
Q3 | $2.12M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $336K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $224K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Buy |
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|
2018
Q2 | $98K | Buy |
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|
2018
Q1 | $67K | Buy |
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|
2017
Q4 | $63K | Buy |
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|
2017
Q3 | $59K | Sell |
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|
2017
Q2 | $164K | Buy |
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|
2017
Q1 | $30K | Buy |
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|
2016
Q4 | $25K | Buy |
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|
2016
Q3 | $24K | Buy |
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|
2016
Q2 | $23K | Buy |
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|
2016
Q1 | $22K | Buy |
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|
2015
Q4 | $22K | Sell |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | $22K | Sell |
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|
2015
Q1 | $22K | Buy |
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|
2014
Q4 | $18K | Buy |
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