Dynamic Advisor Solutions’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 | $33.1M | Buy |
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|
2025
Q2 | $30.4M | Buy |
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|
2025
Q1 | $27.5M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $27.7M | Buy |
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|
2024
Q2 | $26.1M | Buy |
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|
2024
Q1 | $24.8M | Sell |
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|
2023
Q4 | $22.7M | Buy |
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|
2023
Q3 | $18.4M | Buy |
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|
2023
Q2 | $17.3M | Sell |
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|
2023
Q1 | $17.4M | Sell |
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $15.7M | Sell |
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|
2022
Q2 | $16.6M | Buy |
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|
2022
Q1 | $18.6M | Buy |
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|
2021
Q4 | $19M | Sell |
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|
2021
Q3 | $17.6M | Buy |
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|
2021
Q2 | $17.5M | Buy |
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|
2021
Q1 | $15.9M | Sell |
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|
2020
Q4 | $15.2M | Sell |
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|
2020
Q3 | $13.6M | Sell |
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|
2020
Q2 | $12.7M | Sell |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $10.6M | Sell |
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|
2019
Q2 | $10.9M | Sell |
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|
2019
Q1 | $10.7M | Sell |
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|
2018
Q4 | $11M | Buy |
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|
2018
Q3 | $9.28M | Sell |
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|
2018
Q2 | $9.34M | Buy |
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|
2018
Q1 | $8.38M | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $235K | Sell |
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|
2013
Q4 | $244K | Buy |
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