Dana Investment Advisors’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 | $831K | Buy |
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|
2025
Q2 | $714K | Buy |
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|
2025
Q1 | $623K | Buy |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $270K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $223K | Buy |
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