Financial Advocates Investment 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 | $253K | Sell |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $4.33M | Sell |
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|
2021
Q4 | $4.73M | Sell |
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|
2021
Q3 | $4.58M | Buy |
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|
2021
Q2 | $4.51M | Sell |
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|
2021
Q1 | $4.68M | Buy |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $4.15M | Sell |
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|
2020
Q2 | $4.39M | Buy |
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|
2020
Q1 | $3.52M | Sell |
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|
2019
Q4 | $7.04M | Buy |
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|
2019
Q3 | $6.15M | Sell |
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|
2019
Q2 | $11.2M | Buy |
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|
2019
Q1 | $10.5M | Buy |
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|
2018
Q4 | $9.04M | Sell |
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|
2018
Q3 | $13.6M | Sell |
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|
2018
Q2 | $12.9M | Sell |
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|
2018
Q1 | $13M | Sell |
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|
2017
Q4 | $13.2M | Buy |
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