Elmwood Wealth 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
Q2 | $4.24M | Sell |
173,468
-2,763
| -2% | -$67.5K | 1.68% | 16 |
|
|
2025
Q1 | $3.89M | Buy |
176,231
+12,355
| +8% | +$273K | 1.6% | 14 |
|
|
2024
Q4 | $3.8M | Sell |
163,876
-2,558
| -2% | -$59.3K | 1.53% | 14 |
|
|
2024
Q3 | $3.76M | Buy |
166,434
+36,636
| +28% | +$829K | 1.55% | 13 |
|
|
2024
Q2 | $2.78M | Buy |
129,798
+2,565
| +2% | +$54.9K | 1.24% | 27 |
|
|
2024
Q1 | $2.63M | Buy |
127,233
+79,254
| +165% | +$1.64M | 1.13% | 30 |
|
|
2023
Q4 | $902K | Sell |
47,979
-67,170
| -58% | -$1.26M | 0.63% | 50 |
|
|
2023
Q3 | $1.94M | Sell |
115,149
-2,112
| -2% | -$35.6K | 0.94% | 35 |
|
|
2023
Q2 | $2.05M | Sell |
117,261
-12,630
| -10% | -$220K | 0.95% | 34 |
|
|
2023
Q1 | $2.09M | Sell |
129,891
-12,765
| -9% | -$206K | 0.99% | 31 |
|
|
2022
Q4 | $2.15M | Sell |
142,656
-5,652
| -4% | -$85.1K | 1.07% | 30 |
|
|
2022
Q3 | $2.09M | Sell |
148,308
-7,575
| -5% | -$107K | 1.04% | 31 |
|
|
2022
Q2 | $2.32M | Sell |
155,883
-1,782
| -1% | -$26.5K | 1.32% | 25 |
|
|
2022
Q1 | $2.83M | Sell |
157,665
-6,099
| -4% | -$109K | 1.45% | 21 |
|
|
2021
Q4 | $3.11M | Buy |
+163,764
| New | +$3.11M | 1.48% | 16 |
|
|
2021
Q2 | $2.89M | Buy |
166,944
+1,290
| +0.8% | +$22.4K | 1.52% | 13 |
|
|
2021
Q1 | $2.65M | Buy |
+165,654
| New | +$2.65M | 1.62% | 13 |
|
|
2020
Q3 | $2.13M | Hold |
172,368
| – | – | 1.73% | 9 |
|
|
2020
Q2 | $2.13M | Sell |
172,368
-102,900
| -37% | -$1.27M | 1.73% | 9 |
|
|
2020
Q1 | $2.89M | Buy |
275,268
+78,504
| +40% | +$825K | 2.77% | 4 |
|
|
2019
Q4 | $2.52M | Buy |
196,764
+126
| +0.1% | +$1.61K | 2.19% | 7 |
|
|
2019
Q3 | $2.33M | Sell |
196,638
-2,850
| -1% | -$33.7K | 2.35% | 4 |
|
|
2019
Q2 | $2.33M | Sell |
199,488
-7,476
| -4% | -$87.5K | 2.06% | 6 |
|
|
2019
Q1 | $2.33M | Sell |
206,964
-88,518
| -30% | -$997K | 2.16% | 6 |
|
|
2018
Q4 | $2.94M | Buy |
295,482
+19,944
| +7% | +$198K | 2.84% | 5 |
|
|
2018
Q3 | $3.19M | Buy |
275,538
+4,254
| +2% | +$49.3K | 2.65% | 5 |
|
|
2018
Q2 | $2.94M | Sell |
271,284
-3,984
| -1% | -$43.2K | 2.67% | 4 |
|
|
2018
Q1 | $2.89M | Buy |
+275,268
| New | +$2.89M | 2.77% | 4 |
|