Cozad Asset 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 | $1.23M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $945K | Buy |
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|
2023
Q3 | $836K | Hold |
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|
2023
Q2 | $865K | Sell |
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|
2023
Q1 | $814K | Hold |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $755K | Hold |
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|
2022
Q2 | $796K | Buy |
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|
2022
Q1 | $951K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $908K | Sell |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $980K | Buy |
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|
2020
Q3 | $833K | Hold |
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|
2020
Q2 | $765K | Buy |
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