Cutler Investment Counsel’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 | $1.9M | Sell |
|
|||||
|
2025
Q2 | $1.76M | Buy |
|
|||||
|
2025
Q1 | $1.17M | Sell |
|
|||||
|
2024
Q4 | $1.23M | Buy |
|
|||||
|
2024
Q3 | $1.2M | Buy |
|
|||||
|
2024
Q2 | $1.14M | Buy |
|
|||||
|
2024
Q1 | $1.1M | Buy |
|
|||||
|
2023
Q4 | $995K | Sell |
|
|||||
|
2023
Q3 | $893K | Buy |
|
|||||
|
2023
Q2 | $924K | Sell |
|
|||||
|
2023
Q1 | $859K | Buy |
|
|||||
|
2022
Q4 | $782K | Buy |
|
|||||
|
2022
Q3 | $510K | Sell |
|
|||||
|
2022
Q2 | $538K | Buy |
|
|||||
|
2022
Q1 | $627K | Buy |
|