Financial Engines Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
187,677
+2,800
| +2% | +$68.4K | 0.01% | 152 |
|
|
2025
Q1 | $4.08M | Sell |
184,877
-3,071
| -2% | -$67.8K | 0.01% | 144 |
|
|
2024
Q4 | $4.36M | Sell |
187,948
-22,640
| -11% | -$525K | 0.01% | 146 |
|
|
2024
Q3 | $4.08M | Buy |
210,588
+35,019
| +20% | +$678K | 0.01% | 134 |
|
|
2024
Q2 | $3.77M | Buy |
175,569
+132
| +0.1% | +$2.84K | 0.01% | 135 |
|
|
2024
Q1 | $3.63M | Sell |
175,437
-4,020
| -2% | -$83.2K | 0.01% | 128 |
|
|
2023
Q4 | $3.37M | Sell |
179,457
-1,221
| -0.7% | -$23K | 0.01% | 118 |
|
|
2023
Q3 | $3.05M | Buy |
180,678
+2,034
| +1% | +$34.3K | 0.01% | 107 |
|
|
2023
Q2 | $3.12M | Sell |
178,644
-3,744
| -2% | -$65.4K | 0.01% | 110 |
|
|
2023
Q1 | $2.94M | Sell |
182,388
-5,712
| -3% | -$92.1K | 0.01% | 115 |
|
|
2022
Q4 | $2.83M | Sell |
188,100
-44,916
| -19% | -$676K | 0.01% | 115 |
|
|
2022
Q3 | $3.29M | Sell |
233,016
-36,144
| -13% | -$510K | 0.01% | 96 |
|
|
2022
Q2 | $4.01M | Sell |
269,160
-26,400
| -9% | -$393K | 0.01% | 90 |
|
|
2022
Q1 | $5.31M | Buy |
295,560
+170,880
| +137% | +$3.07M | 0.01% | 80 |
|
|
2021
Q4 | $2.37M | Buy |
124,680
+3,318
| +3% | +$62.9K | 0.01% | 86 |
|
|
2021
Q3 | $2.1M | Buy |
121,362
+8,934
| +8% | +$155K | 0.01% | 86 |
|
|
2021
Q2 | $1.95M | Buy |
112,428
+11,220
| +11% | +$194K | 0.01% | 74 |
|
|
2021
Q1 | $1.62M | Sell |
101,208
-5,418
| -5% | -$86.7K | 0.01% | 92 |
|
|
2020
Q4 | $1.62M | Sell |
106,626
-51,192
| -32% | -$776K | 0.01% | 92 |
|
|
2020
Q3 | $2.12M | Buy |
157,818
+28,806
| +22% | +$387K | 0.01% | 83 |
|
|
2020
Q2 | $1.59M | Buy |
129,012
+81,390
| +171% | +$1M | 0.01% | 84 |
|
|
2020
Q1 | $486K | Buy |
+47,622
| New | +$486K | ﹤0.01% | 116 |
|
|
2018
Q4 | – | Sell |
-1,878
| Closed | -$22K | – | 169 |
|
|
2018
Q3 | $22K | Buy |
+1,878
| New | +$22K | ﹤0.01% | 76 |
|