ECM
Exchange Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
151,666
-16,922
| -10% | -$414K | 0.55% | 54 |
|
|
2025
Q1 | $3.72M | Sell |
168,588
-28,753
| -15% | -$635K | 0.6% | 49 |
|
|
2024
Q4 | $4.57M | Buy |
197,341
+123,382
| +167% | +$2.86M | 0.73% | 39 |
|
|
2024
Q3 | $5.02M | Sell |
73,959
-14,555
| -16% | -$988K | 0.8% | 38 |
|
|
2024
Q2 | $5.69M | Sell |
88,514
-6,552
| -7% | -$421K | 0.93% | 30 |
|
|
2024
Q1 | $5.9M | Sell |
95,066
-8,966
| -9% | -$556K | 0.96% | 30 |
|
|
2023
Q4 | $5.87M | Sell |
104,032
-3,480
| -3% | -$196K | 1.05% | 29 |
|
|
2023
Q3 | $5.44M | Sell |
107,512
-3,185
| -3% | -$161K | 1.03% | 29 |
|
|
2023
Q2 | $5.8M | Sell |
110,697
-7,490
| -6% | -$392K | 1.08% | 27 |
|
|
2023
Q1 | $5.72M | Sell |
118,187
-1,832
| -2% | -$88.6K | 1.16% | 22 |
|
|
2022
Q4 | $5.42M | Sell |
120,019
-2,140
| -2% | -$96.6K | 1.19% | 23 |
|
|
2022
Q3 | $5.17M | Sell |
122,159
-3,803
| -3% | -$161K | 1.2% | 25 |
|
|
2022
Q2 | $5.63M | Sell |
125,962
-7,146
| -5% | -$319K | 1.23% | 22 |
|
|
2022
Q1 | $7.17M | Buy |
133,108
+64,183
| +93% | +$3.46M | 1.34% | 20 |
|
|
2021
Q4 | $7.85M | Sell |
68,925
-3,383
| -5% | -$385K | 1.43% | 17 |
|
|
2021
Q3 | $7.52M | Sell |
72,308
-3,528
| -5% | -$367K | 1.46% | 16 |
|
|
2021
Q2 | $7.89M | Sell |
75,836
-570
| -0.7% | -$59.3K | 1.51% | 15 |
|
|
2021
Q1 | $7.34M | Sell |
76,406
-2,013
| -3% | -$193K | 1.52% | 14 |
|
|
2020
Q4 | $7.13M | Sell |
78,419
-12,327
| -14% | -$1.12M | 1.59% | 14 |
|
|
2020
Q3 | $7.32M | Sell |
90,746
-2,933
| -3% | -$236K | 1.85% | 9 |
|
|
2020
Q2 | $6.94M | Sell |
93,679
-3,930
| -4% | -$291K | 1.92% | 10 |
|
|
2020
Q1 | $5.98M | Sell |
97,609
-10,968
| -10% | -$672K | 1.95% | 10 |
|
|
2019
Q4 | $8.34M | Sell |
108,577
-10,551
| -9% | -$810K | 2.14% | 7 |
|
|
2019
Q3 | $8.45M | Sell |
119,128
-3,880
| -3% | -$275K | 2.23% | 5 |
|
|
2019
Q2 | $8.63M | Sell |
123,008
-17,287
| -12% | -$1.21M | 2.32% | 4 |
|
|
2019
Q1 | $9.49M | Sell |
140,295
-1,339
| -0.9% | -$90.5K | 2.66% | 3 |
|
|
2018
Q4 | $8.46M | Buy |
141,634
+4,140
| +3% | +$247K | 2.75% | 3 |
|
|
2018
Q3 | $9.56M | Sell |
137,494
-3,304
| -2% | -$230K | 2.77% | 3 |
|
|
2018
Q2 | $9.15M | Buy |
140,798
+606
| +0.4% | +$39.4K | 2.72% | 4 |
|
|
2018
Q1 | $8.84M | Buy |
140,192
+7,703
| +6% | +$486K | 2.78% | 4 |
|
|
2017
Q4 | $8.45M | Buy |
132,489
+21,306
| +19% | +$1.36M | 2.66% | 5 |
|
|
2017
Q3 | $6.68M | Buy |
111,183
+64,707
| +139% | +$3.88M | 2.2% | 11 |
|
|
2017
Q2 | $2.69M | Buy |
46,476
+43,265
| +1,347% | +$2.5M | 0.9% | 40 |
|
|
2017
Q1 | $181K | Buy |
+3,211
| New | +$181K | 0.07% | 94 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$5K | – | 252 |
|
|
2014
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 211 |
|