CIR
Clear Investment Research’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 | $2.92M | Sell |
119,423
-308
| -0.3% | -$7.53K | 3.68% | 7 |
|
|
2025
Q1 | $2.64M | Buy |
119,731
+79
| +0.1% | +$1.74K | 3.53% | 7 |
|
|
2024
Q4 | $2.77M | Buy |
119,652
+79,570
| +199% | +$1.84M | 3.57% | 6 |
|
|
2024
Q3 | $2.72M | Sell |
40,082
-2,586
| -6% | -$175K | 3.54% | 8 |
|
|
2024
Q2 | $2.74M | Buy |
42,668
+232
| +0.5% | +$14.9K | 3.57% | 10 |
|
|
2024
Q1 | $2.63M | Sell |
42,436
-104
| -0.2% | -$6.45K | 3.54% | 8 |
|
|
2023
Q4 | $2.4M | Sell |
42,540
-726
| -2% | -$40.9K | 3.38% | 8 |
|
|
2023
Q3 | $2.19M | Sell |
43,266
-4
| -0% | -$202 | 3.8% | 8 |
|
|
2023
Q2 | $2.27M | Buy |
43,270
+2,478
| +6% | +$130K | 3.8% | 8 |
|
|
2023
Q1 | $1.97M | Sell |
40,792
-147
| -0.4% | -$7.11K | 3.45% | 8 |
|
|
2022
Q4 | $1.85M | Buy |
40,939
+214
| +0.5% | +$9.66K | 3.58% | 7 |
|
|
2022
Q3 | $1.73M | Buy |
40,725
+1
| +0% | +$42 | 3.63% | 8 |
|
|
2022
Q2 | $1.82M | Sell |
40,724
-473
| -1% | -$21.1K | 4.02% | 7 |
|
|
2022
Q1 | $2.22M | Buy |
41,197
+20,652
| +101% | +$1.11M | 4.34% | 6 |
|
|
2021
Q4 | $2.34M | Sell |
20,545
-55
| -0.3% | -$6.26K | 3.58% | 9 |
|
|
2021
Q3 | $2.14M | Buy |
20,600
+241
| +1% | +$25.1K | 3.47% | 9 |
|
|
2021
Q2 | $2.12M | Sell |
20,359
-81
| -0.4% | -$8.42K | 3.54% | 9 |
|
|
2021
Q1 | $1.06M | Sell |
20,440
-61
| -0.3% | -$3.17K | 1.92% | 12 |
|
|
2020
Q4 | $1.87M | Buy |
20,501
+756
| +4% | +$68.8K | 3.37% | 10 |
|
|
2020
Q3 | $1.59M | Buy |
19,745
+452
| +2% | +$36.4K | 3.23% | 10 |
|
|
2020
Q2 | $1.43M | Buy |
19,293
+1,534
| +9% | +$114K | 3.07% | 10 |
|
|
2020
Q1 | $1.09M | Buy |
17,759
+13
| +0.1% | +$796 | 2.65% | 12 |
|
|
2019
Q4 | $1.36M | Buy |
17,746
+1,206
| +7% | +$92.6K | 2.81% | 10 |
|
|
2019
Q3 | $1.17M | Hold |
16,540
| – | – | 2.51% | 12 |
|
|
2019
Q2 | $1.16M | Buy |
16,540
+1,799
| +12% | +$126K | 1.9% | 13 |
|
|
2019
Q1 | $997K | Buy |
14,741
+1,291
| +10% | +$87.3K | 1.56% | 14 |
|
|
2018
Q4 | $803K | Buy |
13,450
+93
| +0.7% | +$5.55K | 1.3% | 15 |
|
|
2018
Q3 | $929K | Buy |
13,357
+2,756
| +26% | +$192K | 1.34% | 15 |
|
|
2018
Q2 | $669K | Hold |
10,601
| – | – | 0.44% | 21 |
|
|
2018
Q1 | $669K | Sell |
10,601
-41
| -0.4% | -$2.59K | 0.44% | 21 |
|
|
2017
Q4 | $679K | Hold |
10,642
| – | – | 0.45% | 20 |
|
|
2017
Q3 | $639K | Buy |
10,642
+103
| +1% | +$6.19K | 0.43% | 21 |
|
|
2017
Q2 | $609K | Buy |
+10,539
| New | +$609K | 0.46% | 20 |
|