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Cooper/Haims Advisors’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 | $11M | Buy |
448,281
+5,665
| +1% | +$138K | 5.4% | 6 |
|
|
2025
Q1 | $9.77M | Sell |
442,616
-1,687
| -0.4% | -$37.2K | 5.3% | 7 |
|
|
2024
Q4 | $10.3M | Buy |
444,303
+293,316
| +194% | +$6.8M | 5.84% | 7 |
|
|
2024
Q3 | $10.2M | Sell |
150,987
-1,656
| -1% | -$112K | 5.63% | 6 |
|
|
2024
Q2 | $9.81M | Sell |
152,643
-16,236
| -10% | -$1.04M | 5.5% | 5 |
|
|
2024
Q1 | $10.5M | Sell |
168,879
-5,832
| -3% | -$362K | 6.09% | 4 |
|
|
2023
Q4 | $9.85M | Buy |
174,711
+17,464
| +11% | +$985K | 5.59% | 7 |
|
|
2023
Q3 | $7.96M | Sell |
157,247
-12,572
| -7% | -$636K | 6.19% | 6 |
|
|
2023
Q2 | $8.89M | Sell |
169,819
-7,136
| -4% | -$374K | 6.82% | 5 |
|
|
2023
Q1 | $8.56M | Sell |
176,955
-29,623
| -14% | -$1.43M | 6.85% | 5 |
|
|
2022
Q4 | $9.33M | Buy |
206,578
+12,596
| +6% | +$569K | 6.62% | 6 |
|
|
2022
Q3 | $8.22M | Sell |
193,982
-9,918
| -5% | -$420K | 6.8% | 6 |
|
|
2022
Q2 | $9.11M | Buy |
203,900
+1,951
| +1% | +$87.1K | 5.97% | 6 |
|
|
2022
Q1 | $10.9M | Buy |
201,949
+85,692
| +74% | +$4.61M | 7.09% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
116,257
-13,482
| -10% | -$1.53M | 8.14% | 3 |
|
|
2021
Q3 | $13.5M | Sell |
129,739
-15,752
| -11% | -$1.64M | 8.14% | 4 |
|
|
2021
Q2 | $15.1M | Sell |
145,491
-22,149
| -13% | -$2.3M | 9.94% | 3 |
|
|
2021
Q1 | $16.1M | Sell |
167,640
-35,114
| -17% | -$3.37M | 11.39% | 3 |
|
|
2020
Q4 | $18.4M | Sell |
202,754
-50,961
| -20% | -$4.64M | 14.14% | 2 |
|
|
2020
Q3 | $20.5M | Sell |
253,715
-82,136
| -24% | -$6.62M | 16.85% | 2 |
|
|
2020
Q2 | $24.9M | Sell |
335,851
-102,953
| -23% | -$7.63M | 20.2% | 1 |
|
|
2020
Q1 | $26.9M | Sell |
438,804
-238,358
| -35% | -$14.6M | 23.39% | 1 |
|
|
2019
Q4 | $52M | Buy |
677,162
+78,272
| +13% | +$6.01M | 28.61% | 1 |
|
|
2019
Q3 | $42.5M | Buy |
598,890
+32,944
| +6% | +$2.34M | 25.93% | 1 |
|
|
2019
Q2 | $39.7M | Buy |
565,946
+54,168
| +11% | +$3.8M | 24.68% | 1 |
|
|
2019
Q1 | $34.6M | Buy |
511,778
+57,940
| +13% | +$3.92M | 22.04% | 1 |
|
|
2018
Q4 | $27.1M | Buy |
453,838
+150,933
| +50% | +$9.01M | 18.71% | 1 |
|
|
2018
Q3 | $21.1M | Buy |
302,905
+82,654
| +38% | +$5.75M | 14.51% | 3 |
|
|
2018
Q2 | $14.3M | Buy |
220,251
+113,593
| +107% | +$7.38M | 10.58% | 4 |
|
|
2018
Q1 | $6.73M | Buy |
106,658
+19,878
| +23% | +$1.25M | 5.93% | 8 |
|
|
2017
Q4 | $5.54M | Buy |
+86,780
| New | +$5.54M | 5.12% | 7 |
|