Evolution Advisers’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 | $1.36M | Sell |
55,773
-99
| -0.2% | -$2.42K | 0.67% | 19 |
|
|
2025
Q1 | $1.23M | Sell |
55,872
-113
| -0.2% | -$2.49K | 0.65% | 18 |
|
|
2024
Q4 | $1.3M | Sell |
55,985
-1,726
| -3% | -$40K | 0.71% | 20 |
|
|
2024
Q3 | $1.31M | Hold |
57,711
| – | – | 0.71% | 17 |
|
|
2024
Q2 | $1.24M | Sell |
57,711
-5,406
| -9% | -$116K | 0.71% | 17 |
|
|
2024
Q1 | $1.31M | Hold |
63,117
| – | – | 0.77% | 15 |
|
|
2023
Q4 | $1.18M | Sell |
63,117
-420
| -0.7% | -$7.85K | 0.75% | 15 |
|
|
2023
Q3 | $1.07M | Buy |
63,537
+408
| +0.6% | +$6.88K | 0.78% | 15 |
|
|
2023
Q2 | $1.1M | Sell |
63,129
-1,668
| -3% | -$29.1K | 0.78% | 15 |
|
|
2023
Q1 | $1.04M | Sell |
64,797
-8,736
| -12% | -$141K | 0.75% | 16 |
|
|
2022
Q4 | $1.11M | Buy |
73,533
+47,001
| +177% | +$707K | 0.86% | 15 |
|
|
2022
Q3 | $374K | Hold |
26,532
| – | – | 0.33% | 21 |
|
|
2022
Q2 | $399K | Hold |
26,532
| – | – | 0.33% | 21 |
|
|
2022
Q1 | $476K | Buy |
26,532
+26,334
| +13,300% | +$472K | 0.35% | 20 |
|
|
2021
Q4 | $3K | Buy |
+198
| New | +$3K | ﹤0.01% | 108 |
|