Curbstone Financial Management Corp’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 | $7.15M | Sell |
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|
2025
Q2 | $6.66M | Sell |
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|
2025
Q1 | $6.09M | Sell |
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|
2024
Q4 | $6.44M | Buy |
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|
2024
Q3 | $6.28M | Buy |
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|
2024
Q2 | $5.74M | Buy |
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|
2024
Q1 | $5.5M | Buy |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $4.41M | Buy |
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|
2023
Q1 | $3.81M | Sell |
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $3.84M | Buy |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $4.52M | Sell |
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|
2021
Q3 | $4.15M | Buy |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $3.54M | Buy |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q3 | $2.65M | Buy |
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|
2020
Q2 | $2.23M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.53M | Buy |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.24M | Sell |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $562K | Sell |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $522K | Buy |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $483K | Sell |
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|
2016
Q3 | $944K | Buy |
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|
2016
Q2 | $886K | Buy |
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|
2016
Q1 | $869K | Buy |
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|
2015
Q4 | $832K | Buy |
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|
2015
Q3 | $374K | Buy |
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|
2015
Q2 | $376K | Buy |
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|
2015
Q1 | $297K | Buy |
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|
2014
Q4 | $265K | Sell |
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|
2014
Q3 | $264K | Sell |
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|
2014
Q2 | $267K | Sell |
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|
2014
Q1 | $525K | Buy |
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