Evergreen Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
49,360
+6
| +0% | +$147 | 0.04% | 331 |
|
|
2025
Q1 | $1.09M | Buy |
49,354
+8,779
| +22% | +$194K | 0.04% | 319 |
|
|
2024
Q4 | $941K | Sell |
40,575
-47,313
| -54% | -$1.1M | 0.03% | 345 |
|
|
2024
Q3 | $1.99M | Buy |
87,888
+47,331
| +117% | +$1.07M | 0.07% | 249 |
|
|
2024
Q2 | $871K | Sell |
40,557
-195
| -0.5% | -$4.19K | 0.03% | 331 |
|
|
2024
Q1 | $843K | Buy |
40,752
+204
| +0.5% | +$4.22K | 0.03% | 320 |
|
|
2023
Q4 | $762K | Buy |
40,548
+12,051
| +42% | +$227K | 0.03% | 325 |
|
|
2023
Q3 | $481K | Sell |
28,497
-1,026
| -3% | -$17.3K | 0.02% | 408 |
|
|
2023
Q2 | $515K | Buy |
+29,523
| New | +$515K | 0.02% | 384 |
|
|
2022
Q2 | – | Sell |
-16,353
| Closed | -$294K | – | 662 |
|
|
2022
Q1 | $294K | Buy |
16,353
+57
| +0.3% | +$1.03K | 0.01% | 489 |
|
|
2021
Q4 | $309K | Buy |
16,296
+6
| +0% | +$114 | 0.01% | 472 |
|
|
2021
Q3 | $282K | Buy |
16,290
+54
| +0.3% | +$935 | 0.01% | 451 |
|
|
2021
Q2 | $281K | Buy |
16,236
+6
| +0% | +$104 | 0.01% | 437 |
|
|
2021
Q1 | $260K | Buy |
+16,230
| New | +$260K | 0.01% | 425 |
|