Diversified’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $269M | Buy |
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|
2024
Q2 | $251M | Buy |
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|
2024
Q1 | $231M | Buy |
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|
2023
Q4 | $123M | Buy |
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|
2023
Q3 | $86.3M | Buy |
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|
2023
Q2 | $87.2M | Buy |
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|
2023
Q1 | $20.1M | Sell |
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|
2022
Q4 | $22.8M | Buy |
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|
2022
Q3 | $19.7M | Buy |
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|
2022
Q2 | $17.3M | Buy |
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|
2022
Q1 | $17.1M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $920K | Buy |
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|
2021
Q1 | $481K | Sell |
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|
2020
Q4 | $1.2M | Buy |
|