EAM
Empirical Asset Management’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 | $421K | Sell |
17,208
-210
| -1% | -$5.13K | 0.13% | 223 |
|
|
2025
Q1 | $385K | Sell |
17,418
-5
| -0% | -$110 | 0.13% | 223 |
|
|
2024
Q4 | $404K | Buy |
17,423
+11,562
| +197% | +$268K | 0.13% | 190 |
|
|
2024
Q3 | $398K | Sell |
5,861
-35
| -0.6% | -$2.38K | 0.14% | 189 |
|
|
2024
Q2 | $379K | Sell |
5,896
-407
| -6% | -$26.2K | 0.14% | 210 |
|
|
2024
Q1 | $391K | Buy |
6,303
+801
| +15% | +$49.7K | 0.19% | 155 |
|
|
2023
Q4 | $310K | Sell |
5,502
-17
| -0.3% | -$959 | 0.25% | 132 |
|
|
2023
Q3 | $279K | Buy |
5,519
+977
| +22% | +$49.4K | 0.24% | 127 |
|
|
2023
Q2 | $238K | Sell |
4,542
-19
| -0.4% | -$995 | 0.21% | 133 |
|
|
2023
Q1 | $221K | Buy |
4,561
+5
| +0.1% | +$242 | 0.21% | 132 |
|
|
2022
Q4 | $206K | Buy |
+4,556
| New | +$206K | 0.22% | 143 |
|
|
2022
Q3 | – | Sell |
-4,602
| Closed | -$206K | – | 173 |
|
|
2022
Q2 | $206K | Hold |
4,602
| – | – | 0.22% | 145 |
|
|
2022
Q1 | $248K | Buy |
4,602
+2,301
| +100% | +$124K | 0.24% | 125 |
|
|
2021
Q4 | $262K | Buy |
+2,301
| New | +$262K | 0.25% | 125 |
|