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Choreo LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Choreo LLC’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.6M Buy
3,338,839
+2,042,836
+158% +$54.8M 1.05% 18
2025
Q4 		$35.1M Sell
1,296,003
-176,261
-12% -$4.71M 0.45% 43
2025
Q3 		$38.8M Sell
1,472,264
-149,676
-9% -$3.8M 0.51% 38
2025
Q2 		$39.6M Sell
1,621,940
-566,804
-26% -$12.8M 0.55% 36
2025
Q1 		$48.3M Sell
2,188,744
-190,210
-8% -$4.43M 0.75% 28
2024
Q4 		$55.1M Sell
2,378,954
-42,373
-2% -$988K 0.79% 25
2024
Q3 		$54.3M Sell
2,421,327
-156,153
-6% -$3.4M 0.8% 26
2024
Q2 		$55.4M Sell
2,577,480
-42,735
-2% -$883K 0.93% 22
2024
Q1 		$54.2M Buy
2,620,215
+29,037
+1% +$572K 1.39% 15
2023
Q4 		$48.7M Buy
2,591,178
+130,203
+5% +$2.29M 1.32% 15
2023
Q3 		$41.5M Buy
2,460,975
+232,620
+10% +$4.08M 1.47% 14
2023
Q2 		$38.9M Sell
2,228,355
-136,821
-6% -$2.26M 1.33% 16
2023
Q1 		$38.1M Buy
+2,365,176
New +$37.2M 1.35% 15
2022
Q2 		– Sell
-11,217
Closed -$201K – 238
2022
Q1 		$201K Buy
+11,217
New +$199K 0.01% 231
2021
Q3 		– Sell
-15,300
Closed -$265K – 232
2021
Q2 		$265K Buy
+15,300
New +$258K 0.01% 187

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