Cutler Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
72,009
+18,948
| +36% | +$463K | 0.2% | 72 |
|
|
2025
Q1 | $1.17M | Sell |
53,061
-154
| -0.3% | -$3.4K | 0.14% | 75 |
|
|
2024
Q4 | $1.23M | Buy |
53,215
+127
| +0.2% | +$2.94K | 0.15% | 74 |
|
|
2024
Q3 | $1.2M | Buy |
53,088
+33
| +0.1% | +$746 | 0.15% | 74 |
|
|
2024
Q2 | $1.14M | Buy |
53,055
+15
| +0% | +$322 | 0.16% | 72 |
|
|
2024
Q1 | $1.1M | Buy |
53,040
+108
| +0.2% | +$2.23K | 0.15% | 73 |
|
|
2023
Q4 | $995K | Sell |
52,932
-6
| -0% | -$113 | 0.14% | 77 |
|
|
2023
Q3 | $893K | Buy |
52,938
+9
| +0% | +$152 | 0.14% | 76 |
|
|
2023
Q2 | $924K | Sell |
52,929
-375
| -0.7% | -$6.55K | 0.14% | 77 |
|
|
2023
Q1 | $859K | Buy |
53,304
+1,323
| +3% | +$21.3K | 0.13% | 78 |
|
|
2022
Q4 | $782K | Buy |
51,981
+15,888
| +44% | +$239K | 0.12% | 80 |
|
|
2022
Q3 | $510K | Sell |
36,093
-30
| -0.1% | -$424 | 0.08% | 91 |
|
|
2022
Q2 | $538K | Buy |
36,123
+1,209
| +3% | +$18K | 0.08% | 92 |
|
|
2022
Q1 | $627K | Buy |
+34,914
| New | +$627K | 0.09% | 92 |
|