D.A. Davidson & Co’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 | $523K | Buy |
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|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $234K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $29K | Hold |
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|
2014
Q1 | $28K | Buy |
|