Everhart Financial Group’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 | $2.27M | Sell |
92,695
-1,372
| -1% | -$33.5K | 0.26% | 50 |
|
|
2025
Q1 | $2.08M | Buy |
94,067
+41,199
| +78% | +$910K | 0.28% | 45 |
|
|
2024
Q4 | $1.23M | Sell |
52,868
-364
| -0.7% | -$8.44K | 0.25% | 79 |
|
|
2024
Q3 | $1.2M | Sell |
53,232
-258
| -0.5% | -$5.84K | 0.27% | 73 |
|
|
2024
Q2 | $1.15M | Sell |
53,490
-474
| -0.9% | -$10.2K | 0.3% | 61 |
|
|
2024
Q1 | $1.12M | Buy |
53,964
+1,947
| +4% | +$40.3K | 0.33% | 60 |
|
|
2023
Q4 | $978K | Sell |
52,017
-25,416
| -33% | -$478K | 0.35% | 59 |
|
|
2023
Q3 | $1.31M | Buy |
77,433
+18,090
| +30% | +$305K | 0.55% | 37 |
|
|
2023
Q2 | $1.03M | Sell |
59,343
-1,305
| -2% | -$22.7K | 0.43% | 49 |
|
|
2023
Q1 | $978K | Sell |
60,648
-894
| -1% | -$14.4K | 0.44% | 48 |
|
|
2022
Q4 | $926K | Sell |
61,542
-438
| -0.7% | -$6.59K | 0.47% | 43 |
|
|
2022
Q3 | $875K | Buy |
61,980
+15
| +0% | +$212 | 0.48% | 38 |
|
|
2022
Q2 | $923K | Buy |
61,965
+1,842
| +3% | +$27.4K | 0.56% | 38 |
|
|
2022
Q1 | $1.08M | Sell |
60,123
-1,875
| -3% | -$33.7K | 0.62% | 37 |
|
|
2021
Q4 | $1.18M | Sell |
61,998
-1,572
| -2% | -$29.8K | 0.71% | 32 |
|
|
2021
Q3 | $1.1M | Sell |
63,570
-1,740
| -3% | -$30.2K | 0.75% | 32 |
|
|
2021
Q2 | $1.13M | Buy |
65,310
+294
| +0.5% | +$5.1K | 0.78% | 32 |
|
|
2021
Q1 | $1.04M | Sell |
65,016
-978
| -1% | -$15.6K | 0.91% | 28 |
|
|
2020
Q4 | $1M | Buy |
+65,994
| New | +$1M | 0.92% | 27 |
|