Evermay Wealth 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
Q2 | $111M | Sell |
|
|||||
|
2025
Q1 | $111M | Sell |
|
|||||
|
2024
Q4 | $118M | Sell |
|
|||||
|
2024
Q3 | $116M | Sell |
|
|||||
|
2024
Q2 | $112M | Sell |
|
|||||
|
2024
Q1 | $110M | Sell |
|
|||||
|
2023
Q4 | $101M | Sell |
|
|||||
|
2023
Q3 | $92.8M | Sell |
|
|||||
|
2023
Q2 | $97.9M | Sell |
|
|||||
|
2023
Q1 | $92.3M | Sell |
|
|||||
|
2022
Q4 | $88.9M | Buy |
|
|||||
|
2022
Q3 | $83.3M | Buy |
|
|||||
|
2022
Q2 | $87.8M | Sell |
|
|||||
|
2022
Q1 | $107M | Sell |
|
|||||
|
2021
Q4 | $115M | Sell |
|
|||||
|
2021
Q3 | $107M | Sell |
|
|||||
|
2021
Q2 | $108M | Sell |
|
|||||
|
2021
Q1 | $100M | Sell |
|
|||||
|
2020
Q4 | $96M | Sell |
|
|||||
|
2020
Q3 | $86.7M | Sell |
|
|||||
|
2020
Q2 | $80.5M | Buy |
|
|||||
|
2020
Q1 | $65.8M | Buy |
|
|||||
|
2019
Q4 | $80.6M | Buy |
|
|||||
|
2019
Q3 | $72.9M | Sell |
|
|||||
|
2019
Q2 | $72.2M | Sell |
|
|||||
|
2019
Q1 | $70.4M | Buy |
|
|||||
|
2018
Q4 | $62M | Buy |
|
|||||
|
2018
Q3 | $66.7M | Sell |
|
|||||
|
2018
Q2 | $62.6M | Sell |
|
|||||
|
2018
Q1 | $61.4M | Buy |
|
|||||
|
2017
Q4 | $60.9M | Sell |
|
|||||
|
2017
Q3 | $57.9M | Sell |
|
|||||
|
2017
Q2 | $56.3M | Buy |
|
|||||
|
2017
Q1 | $54M | Buy |
|
|||||
|
2016
Q4 | $48.9M | Buy |
|
|||||
|
2016
Q3 | $45.9M | Buy |
|
|||||
|
2016
Q2 | $43.4M | Buy |
|
|||||
|
2016
Q1 | $39.6M | Buy |
|
|||||
|
2015
Q4 | $38.9M | Sell |
|
|||||
|
2015
Q3 | $37.7M | Buy |
|
|||||
|
2015
Q2 | $31.4M | Buy |
|
|||||
|
2015
Q1 | $28M | Buy |
|
|||||
|
2014
Q4 | $23.6M | Buy |
|
|||||
|
2014
Q3 | $18.2M | Buy |
|
|||||
|
2014
Q2 | $16.6M | Buy |
|
|||||
|
2014
Q1 | $13M | Buy |
|