Goepper Burkhardt’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 | $518K | Hold |
|
|||||
|
2025
Q2 | $480K | Buy |
|
|||||
|
2025
Q1 | $419K | Hold |
|
|||||
|
2024
Q4 | $440K | Hold |
|
|||||
|
2024
Q3 | $429K | Hold |
|
|||||
|
2024
Q2 | $407K | Hold |
|
|||||
|
2024
Q1 | $391K | Hold |
|
|||||
|
2023
Q4 | $376K | Hold |
|
|||||
|
2023
Q3 | $320K | Hold |
|
|||||
|
2023
Q2 | $332K | Hold |
|
|||||
|
2023
Q1 | $306K | Hold |
|
|||||
|
2022
Q4 | $286K | Hold |
|
|||||
|
2022
Q3 | $268K | Hold |
|
|||||
|
2022
Q2 | $283K | Hold |
|
|||||
|
2022
Q1 | $341K | Hold |
|
|||||
|
2021
Q4 | $360K | Hold |
|
|||||
|
2021
Q3 | $329K | Hold |
|
|||||
|
2021
Q2 | $329K | Sell |
|
|||||
|
2021
Q1 | $393K | Buy |
|
|||||
|
2020
Q4 | $372K | Buy |
|