Exchange Capital 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 | $3.71M | Sell |
151,666
-16,922
| -10% | -$383K | 0.55% | 54 |
|
|
2025
Q1 | $3.72M | Sell |
168,588
-28,753
| -15% | -$669K | 0.6% | 49 |
|
|
2024
Q4 | $4.57M | Sell |
197,341
-24,536
| -11% | -$572K | 0.73% | 39 |
|
|
2024
Q3 | $5.02M | Sell |
221,877
-43,665
| -16% | -$951K | 0.8% | 38 |
|
|
2024
Q2 | $5.69M | Sell |
265,542
-19,656
| -7% | -$406K | 0.93% | 30 |
|
|
2024
Q1 | $5.9M | Sell |
285,198
-26,898
| -9% | -$530K | 0.96% | 30 |
|
|
2023
Q4 | $5.87M | Sell |
312,096
-10,440
| -3% | -$183K | 1.05% | 29 |
|
|
2023
Q3 | $5.44M | Sell |
322,536
-9,555
| -3% | -$168K | 1.03% | 29 |
|
|
2023
Q2 | $5.8M | Sell |
332,091
-22,470
| -6% | -$371K | 1.08% | 27 |
|
|
2023
Q1 | $5.72M | Sell |
354,561
-5,496
| -2% | -$86.5K | 1.16% | 22 |
|
|
2022
Q4 | $5.42M | Sell |
360,057
-6,420
| -2% | -$97.2K | 1.19% | 23 |
|
|
2022
Q3 | $5.17M | Sell |
366,477
-11,409
| -3% | -$179K | 1.2% | 25 |
|
|
2022
Q2 | $5.63M | Sell |
377,886
-21,438
| -5% | -$347K | 1.23% | 22 |
|
|
2022
Q1 | $7.17M | Sell |
399,324
-14,226
| -3% | -$252K | 1.34% | 20 |
|
|
2021
Q4 | $7.84M | Sell |
413,550
-20,298
| -5% | -$375K | 1.43% | 17 |
|
|
2021
Q3 | $7.52M | Sell |
433,848
-21,168
| -5% | -$378K | 1.46% | 16 |
|
|
2021
Q2 | $7.88M | Sell |
455,016
-3,420
| -0.7% | -$57.7K | 1.51% | 15 |
|
|
2021
Q1 | $7.34M | Sell |
458,436
-12,078
| -3% | -$189K | 1.52% | 14 |
|
|
2020
Q4 | $7.13M | Sell |
470,514
-73,962
| -14% | -$1.06M | 1.59% | 14 |
|
|
2020
Q3 | $7.32M | Sell |
544,476
-17,598
| -3% | -$234K | 1.85% | 9 |
|
|
2020
Q2 | $6.94M | Sell |
562,074
-23,580
| -4% | -$275K | 1.92% | 10 |
|
|
2020
Q1 | $5.98M | Sell |
585,654
-65,808
| -10% | -$799K | 1.95% | 10 |
|
|
2019
Q4 | $8.34M | Sell |
651,462
-63,306
| -9% | -$776K | 2.14% | 7 |
|
|
2019
Q3 | $8.45M | Sell |
714,768
-23,280
| -3% | -$274K | 2.23% | 5 |
|
|
2019
Q2 | $8.63M | Sell |
738,048
-103,722
| -12% | -$1.19M | 2.32% | 4 |
|
|
2019
Q1 | $9.48M | Sell |
841,770
-8,034
| -0.9% | -$87K | 2.66% | 3 |
|
|
2018
Q4 | $8.46M | Buy |
849,804
+24,840
| +3% | +$267K | 2.75% | 3 |
|
|
2018
Q3 | $9.56M | Sell |
824,964
-19,824
| -2% | -$225K | 2.77% | 3 |
|
|
2018
Q2 | $9.15M | Buy |
844,788
+3,636
| +0.4% | +$39.2K | 2.72% | 4 |
|
|
2018
Q1 | $8.84M | Buy |
841,152
+46,218
| +6% | +$503K | 2.78% | 4 |
|
|
2017
Q4 | $8.45M | Buy |
794,934
+127,836
| +19% | +$1.32M | 2.66% | 5 |
|
|
2017
Q3 | $6.67M | Buy |
667,098
+388,242
| +139% | +$3.81M | 2.2% | 11 |
|
|
2017
Q2 | $2.69M | Buy |
278,856
+259,590
| +1,347% | +$2.48M | 0.9% | 40 |
|
|
2017
Q1 | $181K | Buy |
+19,266
| New | +$178K | 0.07% | 94 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$5K | – | 250 |
|
|
2014
Q2 | $5K | Buy |
+600
| New | +$4.54K | ﹤0.01% | 211 |
|
Other funds holding SCHX
HSA
MGIA
SFG
