Glassman Wealth Services’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 | $158K | Buy |
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|
2025
Q2 | $90.5K | Hold |
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|
2025
Q1 | $81.7K | Hold |
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|
2024
Q4 | $85.8K | Hold |
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|
2024
Q3 | $83.7K | Sell |
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|
2024
Q2 | $108K | Buy |
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|
2024
Q1 | $77.9K | Hold |
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|
2023
Q4 | $70.8K | Hold |
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|
2023
Q3 | $63.5K | Buy |
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|
2023
Q2 | $64.6K | Sell |
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|
2023
Q1 | $118K | Buy |
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|
2022
Q4 | $42.8K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $51K | Sell |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q3 | $133K | Buy |
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|
2021
Q2 | $130K | Buy |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $114K | Buy |
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|
2020
Q3 | $100K | Buy |
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|
2020
Q2 | $92K | Sell |
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|
2020
Q1 | $112K | Buy |
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|
2019
Q4 | $93K | Hold |
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|
2019
Q3 | $85K | Sell |
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|
2019
Q2 | $95K | Buy |
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