DDD Partners’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 | $470K | Sell |
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|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $418K | Hold |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $500K | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $2.39M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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