Financial Advisors’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 | $5.42M | Buy |
|
|||||
|
2025
Q1 | $4.89M | Sell |
|
|||||
|
2024
Q4 | $5.27M | Buy |
|
|||||
|
2024
Q3 | $4.97M | Sell |
|
|||||
|
2024
Q2 | $4.71M | Sell |
|
|||||
|
2024
Q1 | $4.65M | Buy |
|
|||||
|
2023
Q4 | $4.23M | Sell |
|
|||||
|
2023
Q3 | $3.85M | Sell |
|
|||||
|
2023
Q2 | $3.99M | Buy |
|
|||||
|
2023
Q1 | $3.68M | Buy |
|
|||||
|
2022
Q4 | $3.43M | Sell |
|
|||||
|
2022
Q3 | $3.59M | Sell |
|
|||||
|
2022
Q2 | $4.1M | Sell |
|
|||||
|
2022
Q1 | $5.06M | Buy |
|
|||||
|
2021
Q4 | $5.32M | Sell |
|
|||||
|
2021
Q3 | $4.9M | Sell |
|
|||||
|
2021
Q2 | $4.97M | Buy |
|
|||||
|
2021
Q1 | $4.33M | Sell |
|
|||||
|
2020
Q4 | $4.24M | Sell |
|
|||||
|
2020
Q3 | $4.26M | Buy |
|
|||||
|
2020
Q2 | $3.6M | Buy |
|
|||||
|
2020
Q1 | $2.86M | Buy |
|
|||||
|
2019
Q4 | $2.94M | Buy |
|
|||||
|
2019
Q3 | $2.13M | Buy |
|
|||||
|
2019
Q2 | $1.95M | Buy |
|
|||||
|
2019
Q1 | $1.72M | Buy |
|
|||||
|
2018
Q4 | $894K | Buy |
|