Davidson Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.25M | Hold |
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|
2025
Q2 | $2.09M | Hold |
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|
2025
Q1 | $1.89M | Hold |
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|
2024
Q4 | $1.98M | Hold |
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|
2024
Q3 | $1.94M | Hold |
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|
2024
Q2 | $1.83M | Hold |
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|
2024
Q1 | $1.77M | Hold |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.44M | Hold |
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|
2023
Q2 | $1.49M | Hold |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.21M | Hold |
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|
2022
Q2 | $1.27M | Hold |
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|
2022
Q1 | $1.54M | Hold |
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|
2021
Q4 | $1.62M | Hold |
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|
2021
Q3 | $1.48M | Hold |
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|
2021
Q2 | $1.48M | Hold |
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|
2021
Q1 | $1.37M | Hold |
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|
2020
Q4 | $1.3M | Hold |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $970K | Hold |
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|
2020
Q1 | $802K | Hold |
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|
2019
Q4 | $1M | Buy |
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