D.B. Root & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.7M | Buy |
1,471,484
+11,356
| +0.8% | +$305K | 9.01% | 2 |
|
|
2025
Q4 | $39.3M | Buy |
1,460,128
+233,431
| +19% | +$6.23M | 9.59% | 2 |
|
|
2025
Q3 | $32.3M | Buy |
1,226,697
+91,581
| +8% | +$2.33M | 8.2% | 2 |
|
|
2025
Q2 | $27.7M | Sell |
1,135,116
-19,692
| -2% | -$445K | 8.19% | 2 |
|
|
2025
Q1 | $25.5M | Buy |
1,154,808
+34,640
| +3% | +$806K | 8.23% | 2 |
|
|
2024
Q4 | $26M | Sell |
1,120,168
-3,542
| -0.3% | -$82.6K | 8.26% | 2 |
|
|
2024
Q3 | $25.4M | Buy |
1,123,710
+13,308
| +1% | +$290K | 8.38% | 2 |
|
|
2024
Q2 | $23.8M | Buy |
1,110,402
+39,579
| +4% | +$818K | 8.11% | 2 |
|
|
2024
Q1 | $22.2M | Buy |
1,070,823
+121,800
| +13% | +$2.4M | 7.49% | 2 |
|
|
2023
Q4 | $17.8M | Buy |
949,023
+11,820
| +1% | +$208K | 6.47% | 2 |
|
|
2023
Q3 | $15.8M | Sell |
937,203
-1,044
| -0.1% | -$18.3K | 6.16% | 2 |
|
|
2023
Q2 | $16.4M | Buy |
938,247
+26,685
| +3% | +$441K | 6.2% | 2 |
|
|
2023
Q1 | $14.7M | Sell |
911,562
-23,967
| -3% | -$377K | 5.78% | 2 |
|
|
2022
Q4 | $14.1M | Sell |
935,529
-91,512
| -9% | -$1.39M | 5.95% | 2 |
|
|
2022
Q3 | $14.5M | Sell |
1,027,041
-12,489
| -1% | -$196K | 6.6% | 2 |
|
|
2022
Q2 | $15.5M | Sell |
1,039,530
-5,499
| -0.5% | -$89.1K | 6.64% | 2 |
|
|
2022
Q1 | $18.8M | Buy |
1,045,029
+2,091
| +0.2% | +$37K | 6.98% | 2 |
|
|
2021
Q4 | $19.8M | Buy |
1,042,938
+12,180
| +1% | +$225K | 7.13% | 1 |
|
|
2021
Q3 | $17.9M | Sell |
1,030,758
-84,984
| -8% | -$1.52M | 6.97% | 1 |
|
|
2021
Q2 | $19.3M | Buy |
1,115,742
+19,764
| +2% | +$333K | 7.22% | 1 |
|
|
2021
Q1 | $17.5M | Buy |
1,095,978
+11,484
| +1% | +$180K | 6.89% | 1 |
|
|
2020
Q4 | $16.4M | Sell |
1,084,494
-124,842
| -10% | -$1.79M | 6.56% | 1 |
|
|
2020
Q3 | $16.3M | Buy |
1,209,336
+6,672
| +0.6% | +$88.6K | 6.52% | 1 |
|
|
2020
Q2 | $14.9M | Sell |
1,202,664
-31,818
| -3% | -$371K | 6.45% | 1 |
|
|
2020
Q1 | $12.6M | Buy |
1,234,482
+13,596
| +1% | +$165K | 6.36% | 3 |
|
|
2019
Q4 | $15.6M | Sell |
1,220,886
-1,140
| -0.1% | -$14K | 6.88% | 1 |
|
|
2019
Q3 | $14.4M | Buy |
1,222,026
+10,596
| +0.9% | +$125K | 6.73% | 1 |
|
|
2019
Q2 | $14.2M | Sell |
1,211,430
-14,412
| -1% | -$166K | 6.28% | 2 |
|
|
2019
Q1 | $13.8M | Buy |
1,225,842
+115,878
| +10% | +$1.26M | 5.9% | 1 |
|
|
2018
Q4 | $11M | Buy |
1,109,964
+150,588
| +16% | +$1.62M | 5.49% | 2 |
|
|
2018
Q3 | $11.1M | Buy |
959,376
+174,096
| +22% | +$1.98M | 4.9% | 2 |
|
|
2018
Q2 | $8.51M | Buy |
785,280
+217,842
| +38% | +$2.35M | 4.01% | 2 |
|
|
2018
Q1 | $5.97M | Buy |
567,438
+79,398
| +16% | +$864K | 3.15% | 2 |
|
|
2017
Q4 | $5.19M | Buy |
+488,040
| New | +$5.06M | 4.44% | 2 |
|
Other funds holding SCHX
HSA
MGIA
SFG
