Family Management’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 | $1.51M | Buy |
61,671
+9
| +0% | +$220 | 0.23% | 80 |
|
|
2025
Q1 | $1.36M | Sell |
61,662
-1,078
| -2% | -$23.8K | 0.22% | 80 |
|
|
2024
Q4 | $1.45M | Buy |
62,740
+10
| +0% | +$232 | 0.23% | 79 |
|
|
2024
Q3 | $1.42M | Sell |
62,730
-120
| -0.2% | -$2.71K | 0.23% | 73 |
|
|
2024
Q2 | $1.35M | Sell |
62,850
-96
| -0.2% | -$2.06K | 0.24% | 68 |
|
|
2024
Q1 | $1.3M | Sell |
62,946
-2,349
| -4% | -$48.6K | 0.24% | 68 |
|
|
2023
Q4 | $1.23M | Sell |
65,295
-6,603
| -9% | -$124K | 0.25% | 65 |
|
|
2023
Q3 | $1.21M | Sell |
71,898
-3,435
| -5% | -$57.9K | 0.28% | 57 |
|
|
2023
Q2 | $1.32M | Sell |
75,333
-4,629
| -6% | -$80.8K | 0.29% | 57 |
|
|
2023
Q1 | $1.29M | Sell |
79,962
-11,901
| -13% | -$192K | 0.3% | 56 |
|
|
2022
Q4 | $1.38M | Buy |
91,863
+12
| +0% | +$181 | 0.34% | 59 |
|
|
2022
Q3 | $1.3M | Buy |
91,851
+12
| +0% | +$169 | 0.33% | 61 |
|
|
2022
Q2 | $1.37M | Sell |
91,839
-2,820
| -3% | -$42K | 0.37% | 58 |
|
|
2022
Q1 | $1.7M | Sell |
94,659
-7,311
| -7% | -$131K | 0.47% | 50 |
|
|
2021
Q4 | $1.93M | Sell |
101,970
-1,722
| -2% | -$32.7K | 0.5% | 51 |
|
|
2021
Q3 | $1.8M | Sell |
103,692
-24,600
| -19% | -$427K | 0.5% | 53 |
|
|
2021
Q2 | $2.22M | Sell |
128,292
-3,720
| -3% | -$64.5K | 0.59% | 46 |
|
|
2021
Q1 | $2.11M | Sell |
132,012
-7,926
| -6% | -$127K | 0.66% | 46 |
|
|
2020
Q4 | $2.12M | Buy |
+139,938
| New | +$2.12M | 0.73% | 45 |
|