Geneos Wealth 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
Q3 | $293K | Sell |
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|
2025
Q2 | $9.59M | Sell |
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|
2025
Q1 | $19M | Buy |
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|
2024
Q4 | $2.67M | Sell |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q2 | $172K | Hold |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $184K | Sell |
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|
2019
Q3 | $176K | Hold |
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|
2019
Q2 | $175K | Sell |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | $139K | Hold |
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|
2018
Q3 | $164K | Buy |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $147K | Hold |
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|
2017
Q4 | $148K | Buy |
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|
2017
Q3 | $128K | Buy |
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|
2017
Q2 | $62K | Buy |
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|
2017
Q1 | $28K | Hold |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $24K | Hold |
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|
2016
Q1 | $24K | Buy |
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