Ferguson Wellman 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
Q3 | $1.16M | Buy |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $994K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $940K | Sell |
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|
2022
Q3 | $905K | Sell |
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|
2022
Q2 | $963K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $620K | Hold |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $608K | Hold |
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|
2020
Q4 | $576K | Hold |
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|
2020
Q3 | $511K | Buy |
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|
2020
Q2 | $469K | Hold |
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|
2020
Q1 | $388K | Hold |
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|
2019
Q4 | $486K | Hold |
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|
2019
Q3 | $449K | Hold |
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|
2019
Q2 | $444K | Hold |
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|
2019
Q1 | $428K | Hold |
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|
2018
Q4 | $378K | Hold |
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|
2018
Q3 | $440K | Hold |
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|
2018
Q2 | $411K | Hold |
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|
2018
Q1 | $399K | Hold |
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|
2017
Q4 | $404K | Hold |
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|
2017
Q3 | $380K | Hold |
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|
2017
Q2 | $366K | Hold |
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|
2017
Q1 | $356K | Hold |
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|
2016
Q4 | $337K | Buy |
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