Global Retirement Partners’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 | $1.37M | Sell |
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|
2025
Q2 | $1.32M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $719K | Buy |
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|
2021
Q1 | $631K | Sell |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $585K | Sell |
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|
2020
Q2 | $577K | Sell |
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|
2020
Q1 | $481K | Buy |
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|
2019
Q4 | $174K | Hold |
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|
2019
Q3 | $161K | Buy |
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|
2019
Q2 | $145K | Buy |
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|
2019
Q1 | $99K | Buy |
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|
2018
Q4 | $87K | Buy |
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|
2018
Q3 | $100K | Buy |
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|
2018
Q2 | $93K | Buy |
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|
2018
Q1 | $90K | Buy |
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|
2017
Q4 | $66K | Buy |
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|
2017
Q3 | $30K | Buy |
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