Econ Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
43,683
-2,151
| -5% | -$52.6K | 0.55% | 52 |
|
|
2025
Q1 | $1.01M | Sell |
45,834
-2,504
| -5% | -$55.3K | 0.54% | 59 |
|
|
2024
Q4 | $1.12M | Sell |
48,338
-3,244
| -6% | -$75.2K | 0.64% | 51 |
|
|
2024
Q3 | $1.17M | Sell |
51,582
-16,959
| -25% | -$384K | 0.65% | 39 |
|
|
2024
Q2 | $1.47M | Sell |
68,541
-64,440
| -48% | -$1.38M | 0.91% | 32 |
|
|
2024
Q1 | $2.75M | Sell |
132,981
-77,901
| -37% | -$1.61M | 1.71% | 16 |
|
|
2023
Q4 | $3.96M | Sell |
210,882
-4,146
| -2% | -$77.9K | 2.79% | 9 |
|
|
2023
Q3 | $3.63M | Buy |
+215,028
| New | +$3.63M | 2.65% | 11 |
|
|
2023
Q1 | – | Sell |
-86,139
| Closed | -$1.3M | – | 98 |
|
|
2022
Q4 | $1.3M | Buy |
86,139
+1,128
| +1% | +$17K | 1.31% | 30 |
|
|
2022
Q3 | $1.2M | Sell |
85,011
-114,006
| -57% | -$1.61M | 0.99% | 37 |
|
|
2022
Q2 | $2.96M | Buy |
+199,017
| New | +$2.96M | 2.39% | 11 |
|
|
2022
Q1 | – | Sell |
-498
| Closed | -$3.11M | – | 187 |
|
|
2021
Q4 | $3.11M | Buy |
+498
| New | +$3.11M | 2.29% | 13 |
|
|
2019
Q2 | $2.69M | Buy |
230,100
+12,492
| +6% | +$146K | 3.73% | 8 |
|
|
2019
Q1 | $2.45M | Buy |
217,608
+29,724
| +16% | +$335K | 3.66% | 10 |
|
|
2018
Q4 | $1.87M | Buy |
+187,884
| New | +$1.87M | 2.85% | 12 |
|