Financial Advocates Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Financial Advocates Investment 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	$1.69M	Sell	69,071 -2,870	-4%	-$70.2K	0.14%	150
2025 Q1	$1.59M	Buy	71,941 +177	+0.2%	+$3.91K	0.11%	200
2024 Q4	$1.67M	Sell	71,764 -13,094	-15%	-$304K	0.09%	202
2024 Q3	$2.05M	Buy	84,858 +5,514	+7%	+$133K	0.12%	179
2024 Q2	$1.7M	Buy	79,344 +3,891	+5%	+$83.3K	0.11%	188
2024 Q1	$1.56M	Buy	75,453 +840	+1%	+$17.4K	0.09%	217
2023 Q4	$1.4M	Sell	74,613 -4,080	-5%	-$76.7K	0.09%	220
2023 Q3	$1.33M	Buy	78,693 +537	+0.7%	+$9.06K	0.1%	220
2023 Q2	$1.36M	Sell	78,156 -261	-0.3%	-$4.56K	0.1%	217
2023 Q1	$1.26M	Sell	78,417 -15,135	-16%	-$244K	0.09%	241
2022 Q4	$1.41M	Buy	93,552 +12,087	+15%	+$182K	0.1%	216
2022 Q3	$1.13M	Sell	81,465 -14,205	-15%	-$197K	0.09%	229
2022 Q2	$1.42M	Sell	95,670 -145,266	-60%	-$2.16M	0.12%	208
2022 Q1	$4.33M	Sell	240,936 -8,262	-3%	-$148K	0.29%	83
2021 Q4	$4.73M	Sell	249,198 -14,850	-6%	-$282K	0.3%	74
2021 Q3	$4.58M	Buy	264,048 +3,948	+2%	+$68.4K	0.31%	77
2021 Q2	$4.51M	Sell	260,100 -46,290	-15%	-$802K	0.3%	67
2021 Q1	$4.68M	Buy	306,390 +2,976	+1%	+$45.4K	0.33%	61
2020 Q4	$4.58M	Sell	303,414 -5,706	-2%	-$86K	0.31%	71
2020 Q3	$4.15M	Sell	309,120 -46,002	-13%	-$618K	0.35%	61
2020 Q2	$4.39M	Buy	355,122 +9,804	+3%	+$121K	0.42%	45
2020 Q1	$3.53M	Sell	345,318 -204,930	-37%	-$2.09M	0.5%	46
2019 Q4	$7.04M	Buy	550,248 +29,790	+6%	+$381K	0.75%	23
2019 Q3	$6.15M	Sell	520,458 -439,554	-46%	-$5.2M	0.7%	27
2019 Q2	$11.2M	Buy	960,012 +28,752	+3%	+$336K	1.3%	11
2019 Q1	$10.5M	Buy	931,260 +23,064	+3%	+$260K	1.31%	12
2018 Q4	$9.04M	Sell	908,196 -267,876	-23%	-$2.67M	1.23%	15
2018 Q3	$13.6M	Sell	1,176,072 -12,318	-1%	-$143K	1.52%	11
2018 Q2	$12.9M	Sell	1,188,390 -44,322	-4%	-$481K	1.56%	10
2018 Q1	$13M	Sell	1,232,712 -8,934	-0.7%	-$93.9K	1.69%	9
2017 Q4	$13.2M	Buy	+1,241,646	New	+$13.2M	1.8%	8