Goepper Burkhardt’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 | $480K | Buy |
19,647
+657
| +3% | +$16.1K | 0.18% | 62 |
|
|
2025
Q1 | $419K | Hold |
18,990
| – | – | 0.17% | 65 |
|
|
2024
Q4 | $440K | Hold |
18,990
| – | – | 0.18% | 54 |
|
|
2024
Q3 | $429K | Hold |
18,990
| – | – | 0.18% | 55 |
|
|
2024
Q2 | $407K | Hold |
18,990
| – | – | 0.18% | 55 |
|
|
2024
Q1 | $391K | Hold |
18,990
| – | – | 0.18% | 57 |
|
|
2023
Q4 | $376K | Hold |
18,990
| – | – | 0.19% | 56 |
|
|
2023
Q3 | $320K | Hold |
18,990
| – | – | 0.2% | 48 |
|
|
2023
Q2 | $332K | Hold |
18,990
| – | – | 0.2% | 48 |
|
|
2023
Q1 | $306K | Hold |
18,990
| – | – | 0.2% | 48 |
|
|
2022
Q4 | $286K | Hold |
18,990
| – | – | 0.2% | 48 |
|
|
2022
Q3 | $268K | Hold |
18,990
| – | – | 0.2% | 47 |
|
|
2022
Q2 | $283K | Hold |
18,990
| – | – | 0.2% | 52 |
|
|
2022
Q1 | $341K | Hold |
18,990
| – | – | 0.21% | 46 |
|
|
2021
Q4 | $360K | Hold |
18,990
| – | – | 0.21% | 46 |
|
|
2021
Q3 | $329K | Hold |
18,990
| – | – | 0.21% | 47 |
|
|
2021
Q2 | $329K | Sell |
18,990
-5,556
| -23% | -$96.3K | 0.21% | 48 |
|
|
2021
Q1 | $393K | Buy |
24,546
+6
| +0% | +$96 | 0.27% | 39 |
|
|
2020
Q4 | $372K | Buy |
+24,540
| New | +$372K | 0.27% | 40 |
|