Clearstead Advisors’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 | $2.87M | Sell |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $2.42M | Sell |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $729K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | $217K | Hold |
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|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.65M | Sell |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $1.84M | Buy |
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