DSA
Droms Strauss Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
293,323
+39,583
| +16% | +$967K | 2.2% | 8 |
|
|
2025
Q1 | $5.6M | Sell |
253,740
-1,370
| -0.5% | -$30.3K | 1.92% | 8 |
|
|
2024
Q4 | $5.91M | Buy |
255,110
+168,404
| +194% | +$3.9M | 1.93% | 10 |
|
|
2024
Q3 | $5.88M | Sell |
86,706
-1,014
| -1% | -$68.8K | 2.08% | 7 |
|
|
2024
Q2 | $5.64M | Sell |
87,720
-187
| -0.2% | -$12K | 2.04% | 7 |
|
|
2024
Q1 | $5.46M | Buy |
87,907
+4,253
| +5% | +$264K | 2% | 7 |
|
|
2023
Q4 | $4.72M | Buy |
83,654
+138
| +0.2% | +$7.78K | 1.83% | 8 |
|
|
2023
Q3 | $4.23M | Sell |
83,516
-1,333
| -2% | -$67.5K | 1.82% | 10 |
|
|
2023
Q2 | $4.44M | Buy |
84,849
+3,609
| +4% | +$189K | 1.85% | 10 |
|
|
2023
Q1 | $3.93M | Sell |
81,240
-4,495
| -5% | -$217K | 1.77% | 9 |
|
|
2022
Q4 | $3.87M | Buy |
85,735
+2,548
| +3% | +$115K | 1.78% | 9 |
|
|
2022
Q3 | $3.52M | Sell |
83,187
-4,816
| -5% | -$204K | 1.75% | 10 |
|
|
2022
Q2 | $3.92M | Buy |
88,003
+558
| +0.6% | +$24.9K | 1.97% | 10 |
|
|
2022
Q1 | $4.79M | Buy |
87,445
+44,159
| +102% | +$2.42M | 2.4% | 7 |
|
|
2021
Q4 | $4.93M | Sell |
43,286
-990
| -2% | -$113K | 2.19% | 8 |
|
|
2021
Q3 | $4.6M | Buy |
44,276
+189
| +0.4% | +$19.6K | 2.21% | 8 |
|
|
2021
Q2 | $4.58M | Sell |
44,087
-9,684
| -18% | -$1.01M | 2.16% | 8 |
|
|
2021
Q1 | $5.16M | Sell |
53,771
-1,086
| -2% | -$104K | 2.54% | 9 |
|
|
2020
Q4 | $4.99M | Sell |
54,857
-70
| -0.1% | -$6.37K | 2.89% | 8 |
|
|
2020
Q3 | $4.42M | Buy |
54,927
+2,764
| +5% | +$223K | 2.61% | 8 |
|
|
2020
Q2 | $3.87M | Buy |
52,163
+20,311
| +64% | +$1.5M | 2.66% | 8 |
|
|
2020
Q1 | $1.95M | Buy |
31,852
+9,949
| +45% | +$610K | 1.62% | 13 |
|
|
2019
Q4 | $1.68M | Buy |
21,903
+248
| +1% | +$19K | 1.25% | 12 |
|
|
2019
Q3 | $1.54M | Sell |
21,655
-171
| -0.8% | -$12.1K | 1.24% | 14 |
|
|
2019
Q2 | $1.53M | Buy |
21,826
+227
| +1% | +$15.9K | 1.14% | 14 |
|
|
2019
Q1 | $1.46M | Sell |
21,599
-631
| -3% | -$42.7K | 1.13% | 16 |
|
|
2018
Q4 | $1.33M | Buy |
+22,230
| New | +$1.33M | 1.23% | 16 |
|