Empirical Wealth Management’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
Q2 | $26.7M | Buy |
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|
2025
Q1 | $15.7M | Buy |
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|
2024
Q4 | $15.9M | Sell |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $14.2M | Buy |
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|
2023
Q4 | $12.7M | Sell |
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|
2023
Q3 | $12.6M | Sell |
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|
2023
Q2 | $13.2M | Buy |
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|
2023
Q1 | $11.9M | Buy |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $10.7M | Sell |
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|
2022
Q2 | $11.9M | Sell |
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|
2022
Q1 | $15.6M | Buy |
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|
2021
Q4 | $15.4M | Buy |
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|
2021
Q3 | $13.9M | Buy |
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|
2021
Q2 | $13.4M | Buy |
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|
2021
Q1 | $9.25M | Sell |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $11.2M | Sell |
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|
2020
Q2 | $10.4M | Sell |
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|
2020
Q1 | $8.74M | Sell |
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|
2019
Q4 | $11.2M | Sell |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q2 | $10.4M | Buy |
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|
2019
Q1 | $9.53M | Sell |
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|
2018
Q4 | $8.56M | Sell |
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|
2018
Q3 | $10.9M | Buy |
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|
2018
Q2 | $10.2M | Buy |
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|
2018
Q1 | $9.53M | Buy |
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|
2017
Q4 | $9.58M | Sell |
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|
2017
Q3 | $9.1M | Sell |
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|
2017
Q2 | $8.82M | Sell |
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|
2017
Q1 | $9.64M | Sell |
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|
2016
Q4 | $10.4M | Sell |
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|
2016
Q3 | $10.7M | Sell |
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|
2016
Q2 | $15M | Sell |
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|
2016
Q1 | $34.7M | Buy |
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|
2015
Q4 | $34.3M | Buy |
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|
2015
Q3 | $31.4M | Buy |
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|
2015
Q2 | $33.1M | Sell |
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|
2015
Q1 | $33.3M | Buy |
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|
2014
Q4 | $32.1M | Sell |
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|
2014
Q3 | $30.9M | Buy |
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|
2014
Q2 | $29.4M | Buy |
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|
2014
Q1 | $27.1M | Buy |
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|
2013
Q4 | $25.9M | Buy |
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|
2013
Q3 | $21.4M | Buy |
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|
2013
Q2 | $19.1M | Buy |
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