Foster Group’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 | $1.71M | Buy |
69,935
+197
| +0.3% | +$4.82K | 0.06% | 78 |
|
|
2025
Q1 | $1.54M | Buy |
69,738
+206
| +0.3% | +$4.55K | 0.06% | 73 |
|
|
2024
Q4 | $1.61M | Sell |
69,532
-284
| -0.4% | -$6.58K | 0.06% | 69 |
|
|
2024
Q3 | $1.58M | Sell |
69,816
-5,754
| -8% | -$130K | 0.06% | 70 |
|
|
2024
Q2 | $1.62M | Buy |
75,570
+7,980
| +12% | +$171K | 0.06% | 71 |
|
|
2024
Q1 | $1.4M | Buy |
67,590
+8,856
| +15% | +$183K | 0.07% | 73 |
|
|
2023
Q4 | $991K | Hold |
58,734
| – | – | 0.06% | 72 |
|
|
2023
Q3 | $991K | Sell |
58,734
-3,471
| -6% | -$58.5K | 0.06% | 72 |
|
|
2023
Q2 | $1.09M | Sell |
62,205
-6,000
| -9% | -$105K | 0.07% | 68 |
|
|
2023
Q1 | $1.1M | Buy |
68,205
+4,188
| +7% | +$67.5K | 0.07% | 65 |
|
|
2022
Q4 | $963K | Buy |
64,017
+2,100
| +3% | +$31.6K | 0.07% | 66 |
|
|
2022
Q3 | $874K | Buy |
61,917
+7,011
| +13% | +$99K | 0.07% | 62 |
|
|
2022
Q2 | $817K | Buy |
54,906
+3,948
| +8% | +$58.7K | 0.06% | 70 |
|
|
2022
Q1 | $915K | Buy |
50,958
+23,748
| +87% | +$426K | 0.08% | 65 |
|
|
2021
Q4 | $516K | Sell |
27,210
-18,174
| -40% | -$345K | 0.04% | 87 |
|
|
2021
Q3 | $787K | Buy |
45,384
+126
| +0.3% | +$2.19K | 0.08% | 66 |
|
|
2021
Q2 | $784K | Buy |
45,258
+7,170
| +19% | +$124K | 0.09% | 65 |
|
|
2021
Q1 | $610K | Buy |
38,088
+5,082
| +15% | +$81.4K | 0.09% | 63 |
|
|
2020
Q4 | $499K | Buy |
+33,006
| New | +$499K | 0.09% | 60 |
|