Destination Wealth Management’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
Q2 | $24M | Sell |
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|
2025
Q1 | $25M | Sell |
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|
2024
Q4 | $34.7M | Buy |
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|
2024
Q3 | $31.6M | Sell |
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|
2024
Q2 | $30.8M | Sell |
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|
2024
Q1 | $33.2M | Sell |
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|
2023
Q4 | $51.7M | Buy |
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|
2023
Q3 | $20M | Sell |
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|
2023
Q2 | $21.4M | Sell |
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|
2023
Q1 | $21.2M | Sell |
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|
2022
Q4 | $35.6M | Buy |
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|
2022
Q3 | $13.6M | Sell |
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|
2022
Q2 | $25M | Buy |
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|
2022
Q1 | $12.5M | Sell |
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|
2021
Q4 | $21.3M | Buy |
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|
2021
Q3 | $12.9M | Sell |
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|
2021
Q2 | $13M | Sell |
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|
2021
Q1 | $12.7M | Sell |
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|
2020
Q4 | $18.5M | Buy |
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|
2020
Q3 | $6.21M | Sell |
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|
2020
Q2 | $5.88M | Sell |
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|
2020
Q1 | $5.96M | Sell |
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|
2019
Q4 | $12.2M | Buy |
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|
2019
Q3 | $7.12M | Buy |
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|
2019
Q2 | $7.01M | Sell |
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|
2019
Q1 | $7.21M | Sell |
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|
2018
Q4 | $14.8M | Buy |
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|
2018
Q3 | $6.15M | Buy |
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|
2018
Q2 | $5.73M | Buy |
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|
2018
Q1 | $540K | Sell |
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|
2017
Q4 | $9.96M | Buy |
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|
2017
Q3 | $4.86M | Sell |
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|
2017
Q2 | $5.91M | Sell |
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|
2017
Q1 | $5.87M | Sell |
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|
2016
Q4 | $9.77M | Buy |
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|
2016
Q3 | $4.37M | Sell |
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|
2016
Q2 | $4.57M | Sell |
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|
2016
Q1 | $14.4M | Hold |
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|
2015
Q4 | $14.4M | Buy |
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|
2015
Q3 | $4.1M | Sell |
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|
2015
Q2 | $5.04M | Buy |
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|
2015
Q1 | $4.67M | Sell |
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|
2014
Q4 | $19.6M | Buy |
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|
2014
Q3 | $1.5M | Sell |
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|
2014
Q2 | $4.84M | Buy |
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|
2014
Q1 | $4.15M | Sell |
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|
2013
Q4 | $5.93M | Buy |
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|
2013
Q3 | $670K | Buy |
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