Contravisory Investment Management’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 | $367K | Buy |
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|
2025
Q2 | $149K | Sell |
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|
2025
Q1 | $136K | Sell |
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|
2024
Q4 | $167K | Buy |
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|
2024
Q3 | $88.5K | Buy |
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|
2024
Q2 | $81.9K | Sell |
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|
2024
Q1 | $93.5K | Sell |
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|
2023
Q4 | $163K | Buy |
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|
2023
Q3 | $48.7K | Sell |
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|
2023
Q2 | $51.5K | Buy |
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|
2023
Q1 | $37.6K | Sell |
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|
2022
Q4 | $42.2K | Buy |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $33K | Buy |
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|
2021
Q4 | $31K | Sell |
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|
2021
Q3 | $89K | Sell |
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|
2021
Q2 | $194K | Sell |
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|
2021
Q1 | $192K | Sell |
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|
2020
Q4 | $514K | Sell |
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|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $607K | Sell |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $560K | Buy |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $27K | Buy |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $1.4M | Buy |
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|
2017
Q3 | $13K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $81K | Buy |
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|
2016
Q4 | $2K | Sell |
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|
2016
Q3 | $2K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q2 | $11K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Sell |
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|
2014
Q2 | $1K | Buy |
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