Financial Advisors’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 | $5.42M | Buy |
221,924
+251
| +0.1% | +$6.13K | 1.01% | 10 |
|
|
2025
Q1 | $4.89M | Sell |
221,673
-5,874
| -3% | -$130K | 0.97% | 11 |
|
|
2024
Q4 | $5.27M | Buy |
227,547
+7,962
| +4% | +$185K | 1.01% | 11 |
|
|
2024
Q3 | $4.97M | Sell |
219,585
-357
| -0.2% | -$8.07K | 0.95% | 11 |
|
|
2024
Q2 | $4.71M | Sell |
219,942
-5,073
| -2% | -$109K | 0.96% | 11 |
|
|
2024
Q1 | $4.65M | Buy |
225,015
+228
| +0.1% | +$4.72K | 0.96% | 10 |
|
|
2023
Q4 | $4.23M | Sell |
224,787
-3,291
| -1% | -$61.9K | 0.95% | 11 |
|
|
2023
Q3 | $3.85M | Sell |
228,078
-201
| -0.1% | -$3.39K | 0.95% | 12 |
|
|
2023
Q2 | $3.99M | Buy |
228,279
+273
| +0.1% | +$4.77K | 0.95% | 12 |
|
|
2023
Q1 | $3.68M | Buy |
228,006
+180
| +0.1% | +$2.9K | 0.93% | 12 |
|
|
2022
Q4 | $3.43M | Sell |
227,826
-27,309
| -11% | -$411K | 0.94% | 12 |
|
|
2022
Q3 | $3.59M | Sell |
255,135
-20,397
| -7% | -$287K | 1.25% | 10 |
|
|
2022
Q2 | $4.1M | Sell |
275,532
-6,555
| -2% | -$97.6K | 1.45% | 8 |
|
|
2022
Q1 | $5.06M | Buy |
282,087
+1,821
| +0.6% | +$32.7K | 1.58% | 8 |
|
|
2021
Q4 | $5.32M | Sell |
280,266
-2,496
| -0.9% | -$47.4K | 1.62% | 8 |
|
|
2021
Q3 | $4.9M | Sell |
282,762
-4,302
| -1% | -$74.6K | 1.66% | 8 |
|
|
2021
Q2 | $4.97M | Buy |
287,064
+16,482
| +6% | +$286K | 1.74% | 7 |
|
|
2021
Q1 | $4.33M | Sell |
270,582
-9,408
| -3% | -$151K | 1.73% | 8 |
|
|
2020
Q4 | $4.24M | Sell |
279,990
-37,416
| -12% | -$567K | 1.89% | 7 |
|
|
2020
Q3 | $4.27M | Buy |
317,406
+25,590
| +9% | +$344K | 2.24% | 5 |
|
|
2020
Q2 | $3.6M | Buy |
291,816
+11,598
| +4% | +$143K | 2.01% | 6 |
|
|
2020
Q1 | $2.86M | Buy |
280,218
+50,430
| +22% | +$515K | 1.94% | 7 |
|
|
2019
Q4 | $2.94M | Buy |
229,788
+49,440
| +27% | +$633K | 1.67% | 7 |
|
|
2019
Q3 | $2.13M | Buy |
180,348
+13,608
| +8% | +$161K | 1.31% | 7 |
|
|
2019
Q2 | $1.95M | Buy |
166,740
+14,454
| +9% | +$169K | 1.25% | 10 |
|
|
2019
Q1 | $1.72M | Buy |
152,286
+62,430
| +69% | +$703K | 1.17% | 11 |
|
|
2018
Q4 | $894K | Buy |
+89,856
| New | +$894K | 0.73% | 11 |
|