Evensky & Katz’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 | $933K | Sell |
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|
2025
Q1 | $890K | Sell |
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|
2024
Q4 | $936K | Sell |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $968K | Sell |
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|
2024
Q1 | $973K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $888K | Buy |
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|
2023
Q2 | $882K | Sell |
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|
2023
Q1 | $860K | Buy |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $749K | Sell |
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|
2022
Q2 | $823K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $718K | Buy |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $664K | Sell |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $567K | Sell |
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|
2020
Q2 | $584K | Buy |
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|
2020
Q1 | $480K | Sell |
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|
2019
Q4 | $609K | Sell |
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|
2019
Q3 | $2.86M | Sell |
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|
2019
Q2 | $2.85M | Hold |
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|
2019
Q1 | $2.74M | Buy |
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|
2018
Q4 | $2.42M | Buy |
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|
2018
Q3 | $2.73M | Sell |
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|
2018
Q2 | $2.59M | Buy |
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|
2018
Q1 | $2.51M | Buy |
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|
2017
Q4 | $2.5M | Sell |
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|
2017
Q3 | $2.35M | Buy |
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|
2017
Q2 | $2.26M | Sell |
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|
2017
Q1 | $2.49M | Sell |
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|
2016
Q4 | $2.38M | Sell |
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|
2016
Q3 | $2.3M | Sell |
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|
2016
Q2 | $2.5M | Buy |
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|
2016
Q1 | $2.39M | Buy |
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|
2015
Q4 | $2.19M | Buy |
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|
2015
Q3 | $1.38M | Sell |
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|
2015
Q2 | $1.5M | Sell |
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|
2015
Q1 | $1.54M | Sell |
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|
2014
Q4 | $1.99M | Buy |
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|
2014
Q3 | $1.33M | Buy |
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