Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $3.03M | Sell |
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|
2024
Q2 | $3.01M | Buy |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $2.36M | Hold |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $1.98M | Buy |
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|
2021
Q2 | $1.9M | Hold |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.66M | Hold |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.35M | Hold |
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|
2020
Q1 | $1.12M | Hold |
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|
2019
Q4 | $1.4M | Hold |
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|
2019
Q3 | $1.29M | Hold |
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|
2019
Q2 | $1.28M | Hold |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $1.2M | Hold |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $953K | Hold |
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|
2017
Q4 | $964K | Sell |
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|
2017
Q3 | $984K | Hold |
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|
2017
Q2 | $946K | Hold |
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|
2017
Q1 | $922K | Sell |
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|
2016
Q4 | $908K | Buy |
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