Financial Management Network’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 | $551K | Sell |
22,250
-1,799
| -7% | -$44.6K | 0.1% | 112 |
|
|
2025
Q1 | $478K | Buy |
24,049
+1,922
| +9% | +$38.2K | 0.11% | 106 |
|
|
2024
Q4 | $519K | Sell |
22,127
-1,894
| -8% | -$44.4K | 0.11% | 105 |
|
|
2024
Q3 | $543K | Buy |
24,021
+66
| +0.3% | +$1.49K | 0.11% | 105 |
|
|
2024
Q2 | $523K | Buy |
23,955
+72
| +0.3% | +$1.57K | 0.13% | 98 |
|
|
2024
Q1 | $485K | Buy |
23,883
+72
| +0.3% | +$1.46K | 0.12% | 100 |
|
|
2023
Q4 | $440K | Sell |
23,811
-723
| -3% | -$13.4K | 0.13% | 96 |
|
|
2023
Q3 | $411K | Sell |
24,534
-702
| -3% | -$11.8K | 0.14% | 96 |
|
|
2023
Q2 | $442K | Buy |
25,236
+63
| +0.3% | +$1.1K | 0.15% | 94 |
|
|
2023
Q1 | $405K | Buy |
25,173
+45
| +0.2% | +$723 | 0.16% | 94 |
|
|
2022
Q4 | $380K | Sell |
25,128
-297
| -1% | -$4.49K | 0.17% | 102 |
|
|
2022
Q3 | $380K | Buy |
25,425
+600
| +2% | +$8.97K | 0.19% | 96 |
|
|
2022
Q2 | $373K | Buy |
24,825
+102
| +0.4% | +$1.53K | 0.2% | 95 |
|
|
2022
Q1 | $449K | Buy |
24,723
+81
| +0.3% | +$1.47K | 0.23% | 76 |
|
|
2021
Q4 | $469K | Buy |
24,642
+96
| +0.4% | +$1.83K | 0.22% | 83 |
|
|
2021
Q3 | $425K | Buy |
24,546
+78
| +0.3% | +$1.35K | 0.22% | 82 |
|
|
2021
Q2 | $429K | Sell |
24,468
-822
| -3% | -$14.4K | 0.22% | 82 |
|
|
2021
Q1 | $427K | Buy |
25,290
+48
| +0.2% | +$810 | 0.22% | 85 |
|
|
2020
Q4 | $394K | Buy |
+25,242
| New | +$394K | 0.24% | 78 |
|