Glassman Wealth Services’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 | $90.5K | Hold |
3,702
| – | – | 0.01% | 97 |
|
|
2025
Q1 | $81.7K | Hold |
3,702
| – | – | 0.01% | 93 |
|
|
2024
Q4 | $85.8K | Hold |
3,702
| – | – | 0.01% | 92 |
|
|
2024
Q3 | $83.7K | Sell |
3,702
-1,350
| -27% | -$30.5K | 0.01% | 90 |
|
|
2024
Q2 | $108K | Buy |
5,052
+1,287
| +34% | +$27.6K | 0.02% | 90 |
|
|
2024
Q1 | $77.9K | Hold |
3,765
| – | – | 0.02% | 98 |
|
|
2023
Q4 | $70.8K | Hold |
3,765
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $63.5K | Buy |
3,765
+63
| +2% | +$1.06K | 0.01% | 364 |
|
|
2023
Q2 | $64.6K | Sell |
3,702
-3,621
| -49% | -$63.2K | 0.01% | 344 |
|
|
2023
Q1 | $118K | Buy |
7,323
+4,479
| +157% | +$72.2K | 0.02% | 244 |
|
|
2022
Q4 | $42.8K | Hold |
2,844
| – | – | 0.01% | 458 |
|
|
2022
Q3 | $40K | Hold |
2,844
| – | – | 0.01% | 436 |
|
|
2022
Q2 | $42K | Hold |
2,844
| – | – | 0.01% | 434 |
|
|
2022
Q1 | $51K | Sell |
2,844
-5,586
| -66% | -$100K | 0.01% | 396 |
|
|
2021
Q4 | $160K | Buy |
8,430
+780
| +10% | +$14.8K | 0.03% | 181 |
|
|
2021
Q3 | $133K | Buy |
7,650
+132
| +2% | +$2.3K | 0.03% | 198 |
|
|
2021
Q2 | $130K | Buy |
7,518
+6
| +0.1% | +$104 | 0.03% | 200 |
|
|
2021
Q1 | $120K | Buy |
7,512
+6
| +0.1% | +$96 | 0.03% | 201 |
|
|
2020
Q4 | $114K | Buy |
7,506
+66
| +0.9% | +$1K | 0.03% | 208 |
|
|
2020
Q3 | $100K | Buy |
7,440
+6
| +0.1% | +$81 | 0.03% | 202 |
|
|
2020
Q2 | $92K | Sell |
7,434
-3,546
| -32% | -$43.9K | 0.03% | 184 |
|
|
2020
Q1 | $112K | Buy |
10,980
+3,750
| +52% | +$38.3K | 0.04% | 152 |
|
|
2019
Q4 | $93K | Hold |
7,230
| – | – | 0.04% | 186 |
|
|
2019
Q3 | $85K | Sell |
7,230
-900
| -11% | -$10.6K | 0.03% | 180 |
|
|
2019
Q2 | $95K | Buy |
+8,130
| New | +$95K | 0.04% | 172 |
|