Fortis Capital Management’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 | $29.4M | Buy |
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|
2025
Q1 | $25.4M | Sell |
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|
2024
Q4 | $28.6M | Sell |
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|
2024
Q3 | $29.4M | Buy |
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|
2024
Q2 | $26.7M | Buy |
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|
2024
Q1 | $24.9M | Buy |
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|
2023
Q4 | $22.4M | Sell |
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|
2023
Q3 | $20.7M | Buy |
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|
2023
Q2 | $20.8M | Buy |
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|
2023
Q1 | $18.6M | Buy |
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|
2022
Q4 | $17.1M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $13.2M | Buy |
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|
2021
Q3 | $9.27M | Buy |
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|
2021
Q2 | $9.25M | Buy |
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|
2021
Q1 | $7.91M | Buy |
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|
2020
Q4 | $6.28M | Buy |
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|
2020
Q3 | $5.31M | Buy |
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|
2020
Q2 | $4.76M | Sell |
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|
2020
Q1 | $4.19M | Buy |
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|
2019
Q4 | $4M | Buy |
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