EWM
Empirical Wealth 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 | $26.7M | Buy |
1,090,452
+377,918
| +53% | +$9.24M | 0.6% | 29 |
|
|
2025
Q1 | $15.7M | Buy |
712,534
+26,405
| +4% | +$583K | 0.4% | 47 |
|
|
2024
Q4 | $15.9M | Buy |
686,129
+455,139
| +197% | +$10.6M | 0.43% | 43 |
|
|
2024
Q3 | $15.7M | Buy |
230,990
+1,097
| +0.5% | +$74.4K | 0.44% | 45 |
|
|
2024
Q2 | $14.8M | Buy |
229,893
+714
| +0.3% | +$45.9K | 0.44% | 41 |
|
|
2024
Q1 | $14.2M | Buy |
229,179
+3,833
| +2% | +$238K | 0.43% | 40 |
|
|
2023
Q4 | $12.7M | Sell |
225,346
-23,654
| -9% | -$1.33M | 0.42% | 46 |
|
|
2023
Q3 | $12.6M | Sell |
249,000
-3,591
| -1% | -$182K | 0.49% | 40 |
|
|
2023
Q2 | $13.2M | Buy |
252,591
+6,993
| +3% | +$366K | 0.53% | 33 |
|
|
2023
Q1 | $11.9M | Buy |
245,598
+15,124
| +7% | +$732K | 0.52% | 36 |
|
|
2022
Q4 | $10.4M | Sell |
230,474
-21,381
| -8% | -$965K | 0.49% | 42 |
|
|
2022
Q3 | $10.7M | Sell |
251,855
-15,640
| -6% | -$662K | 0.56% | 38 |
|
|
2022
Q2 | $11.9M | Sell |
267,495
-22,635
| -8% | -$1.01M | 0.63% | 35 |
|
|
2022
Q1 | $15.6M | Buy |
290,130
+154,495
| +114% | +$8.32M | 0.78% | 26 |
|
|
2021
Q4 | $15.4M | Buy |
135,635
+2,245
| +2% | +$256K | 0.77% | 28 |
|
|
2021
Q3 | $13.9M | Buy |
133,390
+4,091
| +3% | +$426K | 0.79% | 28 |
|
|
2021
Q2 | $13.4M | Buy |
129,299
+32,949
| +34% | +$3.43M | 0.81% | 27 |
|
|
2021
Q1 | $9.25M | Sell |
96,350
-29,539
| -23% | -$2.84M | 0.74% | 26 |
|
|
2020
Q4 | $11.5M | Sell |
125,889
-12,397
| -9% | -$1.13M | 0.87% | 23 |
|
|
2020
Q3 | $11.2M | Sell |
138,286
-1,940
| -1% | -$156K | 0.95% | 22 |
|
|
2020
Q2 | $10.4M | Sell |
140,226
-2,451
| -2% | -$182K | 0.97% | 20 |
|
|
2020
Q1 | $8.74M | Sell |
142,677
-3,110
| -2% | -$190K | 0.96% | 21 |
|
|
2019
Q4 | $11.2M | Sell |
145,787
-7,418
| -5% | -$570K | 1.23% | 14 |
|
|
2019
Q3 | $10.9M | Buy |
153,205
+4,429
| +3% | +$314K | 1.32% | 12 |
|
|
2019
Q2 | $10.4M | Buy |
148,776
+7,818
| +6% | +$549K | 1.36% | 11 |
|
|
2019
Q1 | $9.53M | Sell |
140,958
-2,400
| -2% | -$162K | 1.39% | 12 |
|
|
2018
Q4 | $8.56M | Sell |
143,358
-13,889
| -9% | -$829K | 1.45% | 12 |
|
|
2018
Q3 | $10.9M | Buy |
157,247
+284
| +0.2% | +$19.8K | 1.94% | 9 |
|
|
2018
Q2 | $10.2M | Buy |
156,963
+5,943
| +4% | +$386K | 1.91% | 9 |
|
|
2018
Q1 | $9.53M | Buy |
151,020
+882
| +0.6% | +$55.6K | 1.88% | 9 |
|
|
2017
Q4 | $9.58M | Sell |
150,138
-1,432
| -0.9% | -$91.3K | 2.05% | 10 |
|
|
2017
Q3 | $9.1M | Sell |
151,570
-1,186
| -0.8% | -$71.2K | 2.1% | 9 |
|
|
2017
Q2 | $8.83M | Sell |
152,756
-18,593
| -11% | -$1.07M | 2.15% | 9 |
|
|
2017
Q1 | $9.64M | Sell |
171,349
-23,923
| -12% | -$1.35M | 2.4% | 9 |
|
|
2016
Q4 | $10.4M | Sell |
195,272
-11,386
| -6% | -$606K | 2.55% | 8 |
|
|
2016
Q3 | $10.7M | Sell |
206,658
-94,952
| -31% | -$4.9M | 2.79% | 7 |
|
|
2016
Q2 | $15M | Sell |
301,610
-408,008
| -57% | -$20.3M | 3.94% | 7 |
|
|
2016
Q1 | $34.7M | Buy |
709,618
+3,537
| +0.5% | +$173K | 8.38% | 4 |
|
|
2015
Q4 | $34.3M | Buy |
706,081
+19,660
| +3% | +$955K | 8.34% | 3 |
|
|
2015
Q3 | $31.4M | Buy |
686,421
+16,104
| +2% | +$737K | 7.41% | 3 |
|
|
2015
Q2 | $33.1M | Sell |
670,317
-519
| -0.1% | -$25.6K | 7.68% | 3 |
|
|
2015
Q1 | $33.3M | Buy |
670,836
+17,133
| +3% | +$849K | 7.98% | 3 |
|
|
2014
Q4 | $32.1M | Sell |
653,703
-3,253
| -0.5% | -$160K | 7.83% | 3 |
|
|
2014
Q3 | $30.9M | Buy |
656,956
+29,885
| +5% | +$1.4M | 7.47% | 3 |
|
|
2014
Q2 | $29.4M | Buy |
627,071
+19,855
| +3% | +$930K | 7.28% | 3 |
|
|
2014
Q1 | $27.1M | Buy |
607,216
+19,602
| +3% | +$876K | 7.15% | 3 |
|
|
2013
Q4 | $25.9M | Buy |
587,614
+56,464
| +11% | +$2.49M | 7.32% | 4 |
|
|
2013
Q3 | $21.4M | Buy |
531,150
+31,104
| +6% | +$1.25M | 6.68% | 4 |
|
|
2013
Q2 | $19.1M | Buy |
+500,046
| New | +$19.1M | 6.37% | 5 |
|