Elm Partners Management’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
Q1 | – | Sell |
-12,482
| Closed | -$289K | – | 70 |
|
|
2024
Q4 | $289K | Buy |
+12,482
| New | +$289K | 0.02% | 62 |
|
|
2022
Q2 | – | Sell |
-2,904
| Closed | -$52K | – | 39 |
|
|
2022
Q1 | $52K | Buy |
+2,904
| New | +$52K | 0.01% | 37 |
|
|
2021
Q3 | – | Sell |
-2,904
| Closed | -$50K | – | 42 |
|
|
2021
Q2 | $50K | Hold |
2,904
| – | – | 0.01% | 39 |
|
|
2021
Q1 | $46K | Hold |
2,904
| – | – | 0.01% | 39 |
|
|
2020
Q4 | $44K | Hold |
2,904
| – | – | 0.01% | 39 |
|
|
2020
Q3 | $39K | Hold |
2,904
| – | – | 0.01% | 39 |
|
|
2020
Q2 | $36K | Hold |
2,904
| – | – | 0.01% | 39 |
|
|
2020
Q1 | $30K | Hold |
2,904
| – | – | 0.01% | 36 |
|
|
2019
Q4 | $34K | Hold |
2,904
| – | – | 0.01% | 39 |
|
|
2019
Q3 | $34K | Hold |
2,904
| – | – | 0.01% | 38 |
|
|
2019
Q2 | $34K | Hold |
2,904
| – | – | 0.01% | 38 |
|
|
2019
Q1 | $33K | Buy |
+2,904
| New | +$33K | 0.01% | 36 |
|