Gleason Group’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 | $33.1M | Sell |
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|
2025
Q2 | $31.3M | Sell |
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|
2025
Q1 | $28.8M | Sell |
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|
2024
Q4 | $32.7M | Buy |
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|
2024
Q3 | $31.2M | Buy |
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|
2024
Q2 | $29.2M | Sell |
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|
2024
Q1 | $28.2M | Buy |
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|
2023
Q4 | $25.1M | Buy |
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|
2023
Q3 | $20.2M | Buy |
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|
2023
Q2 | $19M | Buy |
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|
2023
Q1 | $17.3M | Buy |
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $44K | Buy |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $42K | Buy |
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|
2021
Q1 | $39K | Sell |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $31K | Buy |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $32K | Buy |
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