Creative Planning’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
Q2 | $1.99B | Sell |
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|
2025
Q1 | $1.83B | Buy |
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|
2024
Q4 | $1.91B | Sell |
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|
2024
Q3 | $1.89B | Sell |
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|
2024
Q2 | $1.81B | Sell |
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|
2024
Q1 | $1.76B | Sell |
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|
2023
Q4 | $1.63B | Sell |
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|
2023
Q3 | $1.46B | Sell |
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|
2023
Q2 | $1.52B | Sell |
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|
2023
Q1 | $1.42B | Sell |
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|
2022
Q4 | $1.38B | Buy |
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|
2022
Q3 | $1.04B | Buy |
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|
2022
Q2 | $671M | Buy |
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|
2022
Q1 | $531M | Buy |
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|
2021
Q4 | $414M | Buy |
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|
2021
Q3 | $371M | Buy |
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|
2021
Q2 | $362M | Sell |
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|
2021
Q1 | $343M | Sell |
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|
2020
Q4 | $327M | Buy |
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|
2020
Q3 | $285M | Sell |
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|
2020
Q2 | $266M | Buy |
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|
2020
Q1 | $212M | Buy |
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|
2019
Q4 | $196M | Sell |
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|
2019
Q3 | $186M | Sell |
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|
2019
Q2 | $185M | Buy |
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|
2019
Q1 | $175M | Buy |
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|
2018
Q4 | $146M | Buy |
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|
2018
Q3 | $126M | Sell |
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|
2018
Q2 | $119M | Sell |
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|
2018
Q1 | $142M | Buy |
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|
2017
Q4 | $90.8M | Buy |
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|
2017
Q3 | $85.1M | Sell |
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|
2017
Q2 | $88.6M | Buy |
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|
2017
Q1 | $85.3M | Buy |
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|
2016
Q4 | $78.2M | Buy |
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|
2016
Q3 | $71.6M | Sell |
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|
2016
Q2 | $70.2M | Buy |
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|
2016
Q1 | $63.4M | Buy |
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|
2015
Q4 | $21M | Buy |
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|
2015
Q3 | $16.2M | Buy |
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|
2015
Q2 | $902K | Sell |
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|
2015
Q1 | $983K | Sell |
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|
2014
Q4 | $976K | Buy |
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|
2014
Q3 | $269K | Buy |
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|
2014
Q2 | $123K | Buy |
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|
2014
Q1 | $25K | Hold |
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|
2013
Q4 | $25K | Buy |
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