Evanson Asset 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
Q3 | $1.76M | Sell |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.51M | Hold |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $695K | Buy |
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|
2020
Q3 | $616K | Buy |
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|
2020
Q2 | $566K | Buy |
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|
2020
Q1 | $468K | Buy |
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|
2019
Q4 | $527K | Sell |
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|
2019
Q3 | $506K | Buy |
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|
2019
Q2 | $501K | Hold |
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|
2019
Q1 | $482K | Buy |
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|
2018
Q4 | $426K | Buy |
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|
2018
Q3 | $496K | Buy |
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|
2018
Q2 | $463K | Hold |
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|
2018
Q1 | $449K | Sell |
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|
2017
Q4 | $538K | Buy |
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|
2017
Q3 | $506K | Buy |
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|
2017
Q2 | $487K | Buy |
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|
2017
Q1 | $474K | Sell |
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|
2016
Q4 | $517K | Buy |
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|
2016
Q3 | $501K | Buy |
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|
2016
Q2 | $483K | Buy |
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|
2016
Q1 | $474K | Buy |
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|
2015
Q4 | $471K | Buy |
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|
2015
Q3 | $444K | Buy |
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|
2015
Q2 | $478K | Sell |
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|
2015
Q1 | $485K | Buy |
|