FFN
Focus Financial Network’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 | $16M | Buy |
654,506
+9,946
| +2% | +$243K | 0.63% | 31 |
|
|
2025
Q1 | $14.2M | Sell |
644,560
-12,176
| -2% | -$269K | 0.58% | 34 |
|
|
2024
Q4 | $15.2M | Buy |
656,736
+433,396
| +194% | +$10M | 0.61% | 34 |
|
|
2024
Q3 | $15.2M | Sell |
223,340
-4,609
| -2% | -$313K | 0.62% | 31 |
|
|
2024
Q2 | $15M | Buy |
227,949
+389
| +0.2% | +$25.6K | 0.64% | 31 |
|
|
2024
Q1 | $13.5M | Sell |
227,560
-188,113
| -45% | -$11.1M | 0.66% | 31 |
|
|
2023
Q4 | $23.4M | Sell |
415,673
-125,157
| -23% | -$7.06M | 0.88% | 17 |
|
|
2023
Q3 | $27.4M | Buy |
540,830
+4,952
| +0.9% | +$251K | 1.54% | 11 |
|
|
2023
Q2 | $28.1M | Buy |
535,878
+17,476
| +3% | +$915K | 1.56% | 11 |
|
|
2023
Q1 | $25.1M | Buy |
518,402
+39,382
| +8% | +$1.9M | 1.56% | 12 |
|
|
2022
Q4 | $21.6M | Sell |
479,020
-2,732
| -0.6% | -$123K | 1.76% | 11 |
|
|
2022
Q3 | $20.4M | Buy |
481,752
+849
| +0.2% | +$36K | 1.76% | 11 |
|
|
2022
Q2 | $21.5M | Sell |
480,903
-6,426
| -1% | -$287K | 1.77% | 11 |
|
|
2022
Q1 | $26.2M | Buy |
+487,329
| New | +$26.2M | 1.83% | 11 |
|
|
2021
Q1 | – | Sell |
-254,948
| Closed | -$23.2M | – | 518 |
|
|
2020
Q4 | $23.2M | Buy |
254,948
+20,225
| +9% | +$1.84M | 2.06% | 7 |
|
|
2020
Q3 | $18.9M | Sell |
234,723
-7,844
| -3% | -$632K | 1.77% | 9 |
|
|
2020
Q2 | $18M | Sell |
242,567
-6,569
| -3% | -$487K | 2% | 8 |
|
|
2020
Q1 | $15.3M | Sell |
249,136
-22,374
| -8% | -$1.37M | 2.05% | 8 |
|
|
2019
Q4 | $20.9M | Buy |
271,510
+25,572
| +10% | +$1.96M | 2.56% | 7 |
|
|
2019
Q3 | $17.4M | Sell |
245,938
-3,978
| -2% | -$282K | 2.42% | 8 |
|
|
2019
Q2 | $17.6M | Buy |
249,916
+5,641
| +2% | +$398K | 2.61% | 6 |
|
|
2019
Q1 | $16.5M | Buy |
+244,275
| New | +$16.5M | 2.65% | 6 |
|