FFA
First Foundation Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Hold |
161,704
| – | – | 0.15% | 97 |
|
|
2025
Q1 | $3.57M | Sell |
161,704
-546
| -0.3% | -$12.1K | 0.15% | 101 |
|
|
2024
Q4 | $3.76M | Buy |
162,250
+108,854
| +204% | +$2.52M | 0.14% | 101 |
|
|
2024
Q3 | $3.62M | Sell |
53,396
-353
| -0.7% | -$24K | 0.14% | 97 |
|
|
2024
Q2 | $3.45M | Buy |
53,749
+33,872
| +170% | +$2.18M | 0.13% | 91 |
|
|
2024
Q1 | $1.23M | Sell |
19,877
-544
| -3% | -$33.8K | 0.05% | 156 |
|
|
2023
Q4 | $1.15M | Buy |
20,421
+19
| +0.1% | +$1.07K | 0.05% | 163 |
|
|
2023
Q3 | $1.03M | Sell |
20,402
-17,431
| -46% | -$882K | 0.05% | 175 |
|
|
2023
Q2 | $1.98M | Buy |
37,833
+14,959
| +65% | +$783K | 0.09% | 128 |
|
|
2023
Q1 | $1.11M | Sell |
22,874
-24,956
| -52% | -$1.21M | 0.05% | 169 |
|
|
2022
Q4 | $2.16M | Sell |
47,830
-13,227
| -22% | -$597K | 0.1% | 119 |
|
|
2022
Q3 | $2.59M | Buy |
61,057
+411
| +0.7% | +$17.4K | 0.13% | 104 |
|
|
2022
Q2 | $2.71M | Sell |
60,646
-1,187
| -2% | -$53K | 0.12% | 106 |
|
|
2022
Q1 | $3.33M | Buy |
61,833
+36,427
| +143% | +$1.96M | 0.12% | 99 |
|
|
2021
Q4 | $2.89M | Buy |
25,406
+3,406
| +15% | +$388K | 0.1% | 110 |
|
|
2021
Q3 | $2.29M | Buy |
22,000
+202
| +0.9% | +$21K | 0.09% | 120 |
|
|
2021
Q2 | $2.27M | Buy |
21,798
+798
| +4% | +$83K | 0.09% | 130 |
|
|
2021
Q1 | $2.02M | Buy |
21,000
+16,127
| +331% | +$1.55M | 0.09% | 131 |
|
|
2020
Q4 | $443K | Buy |
4,873
+544
| +13% | +$49.5K | 0.02% | 278 |
|
|
2020
Q3 | $349K | Buy |
4,329
+190
| +5% | +$15.3K | 0.02% | 272 |
|
|
2020
Q2 | $307K | Sell |
4,139
-17,543
| -81% | -$1.3M | 0.02% | 276 |
|
|
2020
Q1 | $1.33M | Buy |
21,682
+17,647
| +437% | +$1.08M | 0.08% | 139 |
|
|
2019
Q4 | $310K | Buy |
+4,035
| New | +$310K | 0.02% | 288 |
|