Financial Consulate’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 | $115M | Buy |
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|
2025
Q1 | $90.9M | Buy |
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|
2024
Q4 | $87.1M | Buy |
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|
2024
Q3 | $83.5M | Buy |
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|
2024
Q2 | $74.8M | Buy |
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|
2024
Q1 | $71.9M | Buy |
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|
2023
Q4 | $62.8M | Buy |
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|
2023
Q3 | $45.5M | Buy |
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|
2023
Q2 | $46.7M | Buy |
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|
2023
Q1 | $41.3M | Buy |
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|
2022
Q4 | $31.5M | Sell |
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|
2022
Q3 | $29.8M | Buy |
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|
2022
Q2 | $24.8M | Buy |
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|
2022
Q1 | $27.5M | Buy |
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|
2021
Q4 | $26.5M | Buy |
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|
2021
Q3 | $22.9M | Buy |
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|
2021
Q2 | $21.9M | Buy |
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|
2021
Q1 | $19.3M | Buy |
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|
2020
Q4 | $17.5M | Buy |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $13.7M | Sell |
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|
2020
Q1 | $12.2M | Sell |
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|
2019
Q4 | $32.8M | Buy |
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|
2019
Q3 | $20.6M | Buy |
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|
2019
Q2 | $20.2M | Buy |
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|
2019
Q1 | $5.86M | Sell |
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|
2018
Q4 | $6.78M | Buy |
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|
2018
Q3 | $3.96M | Sell |
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|
2018
Q2 | $16.3M | Buy |
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|
2018
Q1 | $15.2M | Buy |
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|
2017
Q4 | $14.7M | Buy |
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|
2017
Q3 | $12.8M | Sell |
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|
2017
Q2 | $17.5M | Buy |
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|
2017
Q1 | $16.1M | Sell |
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|
2016
Q4 | $15.5M | Sell |
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|
2016
Q3 | $15.6M | Sell |
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|
2016
Q2 | $17.6M | Buy |
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|
2016
Q1 | $17M | Buy |
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|
2015
Q4 | $15.8M | Buy |
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|
2015
Q3 | $14.3M | Sell |
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|
2015
Q2 | $19.7M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $21.9M | Buy |
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