Garde Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Sell |
40,994
-32,720
| -44% | -$878K | 0.06% | 95 |
|
|
2025
Q4 | $1.98M | Sell |
73,714
-1,356
| -2% | -$36.2K | 0.12% | 70 |
|
|
2025
Q3 | $1.98M | Sell |
75,070
-29
| -0% | -$736 | 0.1% | 85 |
|
|
2025
Q2 | $1.84M | Sell |
75,099
-1,171
| -2% | -$26.5K | 0.1% | 84 |
|
|
2025
Q1 | $1.68M | Sell |
76,270
-2,329
| -3% | -$54.2K | 0.1% | 87 |
|
|
2024
Q4 | $1.82M | Buy |
78,599
+230
| +0.3% | +$5.36K | 0.12% | 73 |
|
|
2024
Q3 | $1.77M | Sell |
78,369
-24,495
| -24% | -$534K | 0.12% | 72 |
|
|
2024
Q2 | $2.2M | Sell |
102,864
-1,503
| -1% | -$31.1K | 0.15% | 60 |
|
|
2024
Q1 | $2.16M | Sell |
104,367
-150
| -0.1% | -$2.95K | 0.15% | 60 |
|
|
2023
Q4 | $1.97M | Sell |
104,517
-171
| -0.2% | -$3K | 0.15% | 64 |
|
|
2023
Q3 | $1.77M | Sell |
104,688
-60
| -0.1% | -$1.05K | 0.15% | 62 |
|
|
2023
Q2 | $1.83M | Sell |
104,748
-17,877
| -15% | -$295K | 0.15% | 65 |
|
|
2023
Q1 | $1.98M | Buy |
122,625
+12
| +0% | +$189 | 0.22% | 56 |
|
|
2022
Q4 | $1.84M | Sell |
122,613
-654
| -0.5% | -$9.9K | 0.22% | 56 |
|
|
2022
Q3 | $1.74M | Hold |
123,267
| – | – | 0.23% | 55 |
|
|
2022
Q2 | $1.83M | Sell |
123,267
-858
| -0.7% | -$13.9K | 0.22% | 54 |
|
|
2022
Q1 | $2.23M | Sell |
124,125
-4,839
| -4% | -$85.7K | 0.23% | 56 |
|
|
2021
Q4 | $2.45M | Sell |
128,964
-4,692
| -4% | -$86.7K | 0.24% | 52 |
|
|
2021
Q3 | $2.32M | Sell |
133,656
-4,164
| -3% | -$74.3K | 0.24% | 49 |
|
|
2021
Q2 | $2.39M | Sell |
137,820
-2,502
| -2% | -$42.2K | 0.25% | 49 |
|
|
2021
Q1 | $2.25M | Sell |
140,322
-68,802
| -33% | -$1.08M | 0.26% | 49 |
|
|
2020
Q4 | $3.17M | Sell |
209,124
-6,834
| -3% | -$97.8K | 0.39% | 39 |
|
|
2020
Q3 | $2.9M | Sell |
215,958
-4,524
| -2% | -$60.1K | 0.44% | 38 |
|
|
2020
Q2 | $2.72M | Buy |
220,482
+3,918
| +2% | +$45.7K | 0.39% | 38 |
|
|
2020
Q1 | $2.21M | Buy |
216,564
+30,780
| +17% | +$374K | 0.39% | 39 |
|
|
2019
Q4 | $2.38M | Sell |
185,784
-14,802
| -7% | -$181K | 0.35% | 39 |
|
|
2019
Q3 | $2.37M | Buy |
200,586
+6,774
| +3% | +$79.8K | 0.37% | 39 |
|
|
2019
Q2 | $2.27M | Buy |
193,812
+9,732
| +5% | +$112K | 0.37% | 36 |
|
|
2019
Q1 | $2.07M | Sell |
184,080
-2,466
| -1% | -$26.7K | 0.36% | 36 |
|
|
2018
Q4 | $1.86M | Sell |
186,546
-666
| -0.4% | -$7.15K | 0.33% | 44 |
|
|
2018
Q3 | $2.04M | Buy |
187,212
+69,636
| +59% | +$792K | 0.34% | 39 |
|
|
2018
Q2 | $1.27M | Buy |
117,576
+45,570
| +63% | +$491K | 0.22% | 56 |
|
|
2018
Q1 | $757K | Buy |
72,006
+11,934
| +20% | +$130K | 0.14% | 84 |
|
|
2017
Q4 | $639K | Buy |
60,072
+3,570
| +6% | +$37K | 0.12% | 92 |
|
|
2017
Q3 | $565K | Buy |
56,502
+8,910
| +19% | +$87.5K | 0.11% | 99 |
|
|
2017
Q2 | $458K | Buy |
47,592
+2,892
| +6% | +$27.6K | 0.11% | 73 |
|
|
2017
Q1 | $419K | Buy |
44,700
+19,872
| +80% | +$184K | 0.11% | 71 |
|
|
2016
Q4 | $220K | Buy |
+24,828
| New | +$216K | 0.06% | 111 |
|
|
2016
Q3 | – | Sell |
-24,282
| Closed | -$201K | – | 150 |
|
|
2016
Q2 | $201K | Sell |
24,282
-864
| -3% | -$7.1K | 0.07% | 106 |
|
|
2016
Q1 | $205K | Buy |
+25,146
| New | +$194K | 0.07% | 106 |
|
Other funds holding SCHX
HSA
MGIA
SFG
