Gill Capital Partners’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 | $532K | Sell |
21,778
-26
| -0.1% | -$635 | 0.17% | 74 |
|
|
2025
Q1 | $481K | Sell |
21,804
-4,758
| -18% | -$105K | 0.17% | 77 |
|
|
2024
Q4 | $616K | Buy |
26,562
+7,137
| +37% | +$165K | 0.22% | 65 |
|
|
2024
Q3 | $439K | Sell |
19,425
-2,859
| -13% | -$64.7K | 0.16% | 73 |
|
|
2024
Q2 | $477K | Buy |
22,284
+2,409
| +12% | +$51.6K | 0.18% | 66 |
|
|
2024
Q1 | $394K | Sell |
19,875
-3,153
| -14% | -$62.6K | 0.16% | 77 |
|
|
2023
Q4 | $433K | Buy |
23,028
+1,392
| +6% | +$26.2K | 0.18% | 70 |
|
|
2023
Q3 | $365K | Sell |
21,636
-1,632
| -7% | -$27.5K | 0.16% | 76 |
|
|
2023
Q2 | $406K | Sell |
23,268
-447
| -2% | -$7.8K | 0.17% | 75 |
|
|
2023
Q1 | $382K | Sell |
23,715
-1,566
| -6% | -$25.2K | 0.17% | 76 |
|
|
2022
Q4 | $380K | Buy |
25,281
+78
| +0.3% | +$1.17K | 0.18% | 72 |
|
|
2022
Q3 | $356K | Sell |
25,203
-1,020
| -4% | -$14.4K | 0.19% | 71 |
|
|
2022
Q2 | $471K | Hold |
26,223
| – | – | 0.21% | 66 |
|
|
2022
Q1 | $471K | Buy |
26,223
+21
| +0.1% | +$377 | 0.21% | 66 |
|
|
2021
Q4 | $497K | Sell |
26,202
-276
| -1% | -$5.24K | 0.22% | 65 |
|
|
2021
Q3 | $459K | Sell |
26,478
-174
| -0.7% | -$3.02K | 0.21% | 69 |
|
|
2021
Q2 | $462K | Sell |
26,652
-96
| -0.4% | -$1.66K | 0.22% | 68 |
|
|
2021
Q1 | $428K | Sell |
26,748
-198
| -0.7% | -$3.17K | 0.22% | 65 |
|
|
2020
Q4 | $408K | Buy |
26,946
+36
| +0.1% | +$545 | 0.24% | 61 |
|
|
2020
Q3 | $362K | Sell |
26,910
-1,896
| -7% | -$25.5K | 0.23% | 58 |
|
|
2020
Q2 | $356K | Buy |
28,806
+42
| +0.1% | +$519 | 0.24% | 54 |
|
|
2020
Q1 | $294K | Buy |
+28,764
| New | +$294K | 0.21% | 54 |
|
|
2018
Q4 | $269K | Buy |
+20,838
| New | +$269K | 0.19% | 68 |
|