Ferguson Wellman Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ferguson Wellman Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell	43,201 -8,032	-16%	-$196K	0.02%	178
2025 Q1	$1.13M	Sell	51,233 -7,351	-13%	-$162K	0.02%	177
2024 Q4	$1.36M	Sell	58,584 -3,414	-6%	-$79.1K	0.03%	165
2024 Q3	$1.4M	Buy	61,998 +3,414	+6%	+$77.2K	0.03%	167
2024 Q2	$1.25M	Sell	58,584 -1,455	-2%	-$31.2K	0.03%	166
2024 Q1	$1.24M	Sell	60,039 -2,706	-4%	-$56K	0.03%	177
2023 Q4	$1.18M	Buy	62,745 +3,789	+6%	+$71.2K	0.03%	180
2023 Q3	$994K	Sell	58,956 -3,390	-5%	-$57.2K	0.02%	183
2023 Q2	$1.09M	Sell	62,346 -120	-0.2%	-$2.1K	0.03%	184
2023 Q1	$1.01M	Sell	62,466 -3	-0%	-$48	0.03%	188
2022 Q4	$940K	Sell	62,469 -1,605	-3%	-$24.2K	0.02%	193
2022 Q3	$905K	Sell	64,074 -600	-0.9%	-$8.48K	0.04%	162
2022 Q2	$963K	Sell	64,674 -840	-1%	-$12.5K	0.04%	172
2022 Q1	$1.18M	Buy	65,514 +32,826	+100%	+$589K	0.04%	170
2021 Q4	$620K	Hold	32,688	–	–	0.02%	222
2021 Q3	$567K	Buy	32,688 +11,202	+52%	+$194K	0.02%	232
2021 Q2	$372K	Sell	21,486 -16,530	-43%	-$286K	0.01%	271
2021 Q1	$608K	Hold	38,016	–	–	0.02%	218
2020 Q4	$576K	Hold	38,016	–	–	0.01%	267
2020 Q3	$511K	Buy	38,016 +30	+0.1%	+$403	0.01%	261
2020 Q2	$469K	Hold	37,986	–	–	0.01%	255
2020 Q1	$388K	Hold	37,986	–	–	0.01%	248
2019 Q4	$486K	Hold	37,986	–	–	0.01%	272
2019 Q3	$449K	Hold	37,986	–	–	0.01%	272
2019 Q2	$444K	Hold	37,986	–	–	0.01%	260
2019 Q1	$428K	Hold	37,986	–	–	0.01%	255
2018 Q4	$378K	Hold	37,986	–	–	0.01%	271
2018 Q3	$440K	Hold	37,986	–	–	0.01%	251
2018 Q2	$411K	Hold	37,986	–	–	0.01%	261
2018 Q1	$399K	Hold	37,986	–	–	0.01%	267
2017 Q4	$404K	Hold	37,986	–	–	0.01%	268
2017 Q3	$380K	Hold	37,986	–	–	0.01%	259
2017 Q2	$366K	Hold	37,986	–	–	0.01%	260
2017 Q1	$356K	Hold	37,986	–	–	0.01%	261
2016 Q4	$337K	Buy	+37,986	New	+$337K	0.01%	266